Fiduciary Services

You need effective plan governance to keep your retirement plan compliant and minimize fiduciary liability.


Cambridge will help you make the right choices. We will monitor all aspects of your plan, evaluate your current practices and procedures, recommend ways to strengthen plan governance and assist in implementing any changes.


Our fiduciary services include:


·       fiduciary training

·       retirement committee set-up and documentation

·       investment policy statement drafting and review

·       ongoing documentation of fiduciary actions.


To help you maintain cost-effective services, we provide complete benchmarking and Request for Proposal services. We have assisted many clients to improve plan services and lower plan fees.