ISSA

Self Trustee

Directed Trustee

Self Trustee

§3(38) Investment Services

§3(21) Services

Discretionary Trustee

Lowest

Greatest Protection

Greater

§3(16) Fiduciary Services

Day-to-Day Peace of Mind We offer §3(16) fiduciary services as an optional service. As the §3(16) plan administrator, we will assume responsibility for the day-to-day operations of the plan. This will include added monitoring processes, enhanced communications, and less responsibility on you.

Click here to read the Opinion of Counsel Summary– Discretionary Trustee Services by the Wagner Law Group.