Fiduciary Consulting

Sage advice, sound practices.

It’s a full time job keeping up with retirement plan legislation these days.

  • How do you know you are fulfilling your fiduciary responsibilities as a plan sponsor?
  • Are you and your company properly protected from the liability associated with the selection and monitoring of investments in the plan?

We are ERISA specialists who help our clients navigate the increasingly complex regulation by the Department of Labor and government law makers.

We work as a team with all plan service providers to protect our clients by ensuring that they adhere to the ever changing requirements for retirement plan sponsors.

Deschutes Investment Consulting is also a qualified investment manager under ERISA Section 3(38).  Our contract specifically designates us as the Plan fiduciary protecting our clients from the liability inherent in selecting and monitoring plan investments.