We are commited to fiduciary standards. From our commitment we have developed a series of Fiduciary Services based on established investment fiduciary standards of care. Jon Govin has received the AIF® (Accredited Investment FiduciaryTM) credential issued by the Center for Fiduciary Studies. We are experienced in evaluating and making recommendations regarding investment related issues for retirement plans (money purchase, defined contribution and 401K Plans).
Our services include:
v A detailed Plan Fiduciary Review
Alerting Plan Fiduciaries to possible liability issues. "Forewarned is forearmed."
v Investment Policy Development
A written investment road map that assists Plan Fiduciaries to implement safeguards and policies, in
compliance with the mandates of ERISA, that enable fiduciaries to meet ERISA's "safe harbor"
requirements and minimize their personal liability.
v Fiduciary Management
WD Financial Services (WDFS) will meet ERISA requirements and accept the fiduciary responsibility as
investment consultants to ERISA plan Trustees; providing "insurance" protection for intelligent
fiduciaries.
- Develop, monitor, recommend and/or implement specific managers and/or models that meet ERISA
- Ongoing consultation with Plan Trustees regarding the prudent investment management of the Plan.
- Offer superior industry relationships (custodians, third party administrators, institutional managers,
etc.) providing Plan participants access to cost efficient investment solutions generally unavailable to
Plan members.