Within all 401(k) plan
structures, there are numerous areas of fiduciary responsibility that employers
need to be aware of. As a well-informed
employer, we believe you will appreciate the fiduciary support offered by NADART - we recommend you compare NADART’s wealth of fiduciary support with any
If you choose NADART as your retirement services provider, we offer exceptional support in the areas of plan administration, trustee and investment services. Our unique service offerings include:
NADART's Investment Choice
and Classic plans offer a named Discretionary Plan Trustee. It is important to
differentiate this role from that of the more often offered "Directed
Trustee" which does not serve in the same fiduciary capacities as a
Discretionary Plan Trustee.
If you search plan offerings nationwide, you will be hard pressed to find providers who assume this role - it's most often assumed by the plan sponsor. While serving member plans as Plan Administrator, NADART provides these services for your plan:
fiduciary is responsible for selecting and monitoring the investment options available
to your plan. While most plans offer a
more limited advisory fiduciary role, your NADART Trustee has retained Mercer,
a global leader for trusted investment consulting, who provides discretionary
management and investment advisory services. Guided by NADART's Investment Policy Statement,
the Trustee and Mercer monitor the investment lineups and performance and make
appropriate changes or recommendations.
Discretionary Plan Trustee and 3(38) Investment Manager fiduciary activities
are analyzed and overseen by this important committee. This intensive layer of oversight is included
in our offering, and you are not likely to find it in other plans.
NADART stands alone in its capacity to support and protect our plan sponsors. But don’t take our word for it — compare your plan to ours and see the difference.
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