At Sycamore Retirement Consultants, we serve as a fiduciary partner to plan sponsors by taking responsibility for plan investments and working to ensure compliance with the Employee Retirement Income Security Act of 1974 (ERISA). Our flexible approach allows you to choose the manner in which we work with you – either as a 3(21) co-fiduciary or as a 3(38) investment manager.
Our experienced investment professionals have particular experience working with retirement plan sponsors. We understand the ins and outs of retirement plan administration, record-keeping, plan investment lineups, reporting and more. We also provide guidance to help clients navigate the unique provisions of pooled employer plans.