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401(k) Shield

The fiduciary risks of sponsoring a 401(k) plan have changed dramatically. The fiduciary requirements have always been there; however the risk of litigation has increased.

This litigation comes at a significant cost for you as a fiduciary because the liability is personal. There is no corporate veil of protection for either named or functional fiduciaries of a 401(k) plan.

There is no disputing that providing a 401(k) plan for your employees is fundamental to attracting and retaining a talented workforce, but this does not require you to be in the 401(k) business.

Protect yourself and your management team while providing your employees the most comprehensive, best-of-breed 401(k) plan available.

Pinnacle Financial Services has developed a Turn-Key Solution called “401K Shield”. 401(k) Shield provides a “shield” of protection by putting together a best in class investment process that is managed by a full 3(38) investment fiduciary, QDIA solution managed and warranted by an investment fiduciary, and administered by a CEFEX certified Record Keeper.

To learn more about how you can access the protection of the Shield click here.