FI401K

Fi401k is an organization dedicated to supporting retirement plan fiduciaries and insulating them from adjunct liability associated with offering a workplace retirement savings plan... Fi401k provides a standardized Investment Policy Statement (IPS) that provides a logical framework for determining the permissible investment alternatives that may be offered within a 401(k) retirement savings plan. By adopting the Fi401k IPS, any plan fiduciary can demonstrate their use of a prudent methodology for determining their plan's investment options... Fi401k also provides documented Investment Selection & Review Procedures(ISRP) that, likewise, provide a prudent process by which the plan's designated investment options are consistently monitored, periodically reviewed and occasionally re-evaluated or replaced. By employing the Fi401k ISRP, any plan fiduciary can demonstrate their diligence around the ongoing monitoring of their plan's investment options.