Why Utilize Our Fiduciary Oversight Services?

Retirement plan fiduciaries are legally obligated to act in the best interest of their clients by creating and managing a retirement plan that most benefits their clients. When you hire Fort Pitt Capital Group for fiduciary services, our consultants will work to minimize losses, comply with legal standards, and create value for your employees.

When you utilize fiduciary oversight services, you reap the many benefits of working with a trained professional.

Save Time

Booking fiduciary services can ultimately save you time as a retirement plan sponsor. When you work with trained advisors, you can spend less time devising a plan yourself and more time putting that plan into place. We have decades of experience that allow us to develop an effective retirement plan quickly and efficiently, so you have time to focus your efforts elsewhere.

Reduce Fiduciary Liability

Our skilled consultants share the risk of fiduciary liability, so you know that your employees are our number one priority. When you hire us, we’ll offer professional guidance and informed financial advice that will help you reduce the risk of making questionable financial decisions that can negatively impact your employees. This assurance benefits your employees and offers you peace of mind as a retirement plan sponsor.

Address Both IRS and Department of Labor Compliance Requirements

As a fiduciary, you must adhere to the IRS and Department of Labor’s administration and compliance standards to ensure a lawful retirement arrangement. At Fort Pitt Capital Group, we closely monitor the ever-changing compliance climate to verify that our clients follow the proper guidelines for a legal retirement plan, so you can relax knowing that your plan is safe and secure.