Simply put, retirement plan fiduciaries (which include plan sponsors) must ensure plan assets are invested solely in the interest of participants.  Sound easy, right?  That’s just the tip of the iceberg.  Being a fiduciary also involves exercising care over those investments with the skill and diligence of a prudent expert.  You’re focused on running your business so having a partner you can rely on to be your expert is important. 

Where other firms say they will share managing fiduciary duties with you, MGO becomes a 3(38) co-fiduciary to your plan.  As such, we actively assist you in fulfilling your fiduciary responsibilities regarding the plan and help you as the sponsor understands those obligations.