The Department of Labor recently released new regulations, and Canon Capital would like to help you, as the plan fiduciary, understand these new regulations and minimize your liability as the plan sponsor, both professionally and personally. Plan sponsors have the legal obligation to make sure that their retirement plan fees are reasonable. How do you know if your plan fees are reasonable? As a plan sponsor, you have the obligation to either benchmark your plan or request a proposal to ensure that your plan fees are reasonable. Canon Capital Investment Advisory is a CEFEX-certified registered investment adviser bringing world class talent to its established client base for over 25 years. We work with top quality service providers, such as Vanguard and American Funds, which offer high quality/low-cost investments, transparent fees, superior recordkeeping, and quality education for participants at a low “all-in” cost.
Our staff consists of C(k)P™ (Certified 401(k) Professional) Designation holders, who are highly specialized and equipped to provide your company with favorable retirement plan outcomes for you and your employees.
We are confident that we can improve your Company’s Plan through better overall service at a lower cost, with our primary focus on investment monitoring, plan compliance, employee education, and reporting. If you are interested in a free quote, please give us a call today at (215) 723-4881 and ask to speak with one of our advisors.
- Institutional Investment Management
- Fiduciary Services
- Training & Education
- Audits and Assessments
- Full Scope ERISA 3(21) and Limited Scope 3(38) Fiduciary Delegation
- 408(b)(2) Disclosure