585 228 2558
Milestone Consultants, Inc.

Plan Fiduciary Services

Fiduciary Support for Plan Sponsors

Being a plan fiduciary carries significant legal and financial responsibility. Milestone Consultants, Inc. helps plan sponsors understand and fulfill their fiduciary duties under ERISA, reducing liability and improving plan outcomes for participants.

Whether you need a co-fiduciary partner or full 3(38) investment management services, we tailor our fiduciary support to your organization's needs.

Fiduciary Services Include

  • 3(21) co-fiduciary investment advisory services
  • 3(38) discretionary investment management
  • Fiduciary process documentation
  • Committee meeting support and minutes
  • Prudent expert standard compliance
  • Participant fiduciary education
  • Annual fiduciary review and reporting
Contact Us
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Milestone Consultants, Inc.

585 228 2558ebirdsall@mstnconsultants.com
PO BOX 312, Whitney Point, NY 13862

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Milestone Consultants, Inc. is a Registered Investment Adviser, registered in the state of New York. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult a qualified attorney or tax professional regarding any legal or tax questions you may have.

© Milestone Consultants, Inc.