We're expert, experienced and up-to-date in all three dimensions required to manage retirement plans prudently and efficiently - ERISA, investments and corporate governance. Mitch founded HFG to transform retirement plan management. Putting a qualified fiduciary in charge, he reasons, can relieve companies of the growing responsibility and liability of managing the retirement plan.
As General Counsel for State Street Global Advisors for almost 20 years, Mitch developed deep industry experience structuring products for the ERISA plan market and unparalleled experience in the fiduciary decision-making process. He signs off on every fiduciary decision we make. Dave not only understands the investment process, he's mastered the plumbing that makes it all work.
As General Counsel for State Street Global Advisors for almost 20 years, Mitch developed deep industry experience structuring products for the ERISA plan market and unparalleled experience in the fiduciary decision-making process. He signs off on every fiduciary decision we make. Dave not only understands the investment process, he's mastered the plumbing that makes it all work.
Services
Client challenges dictate the scope of our projects. Our fiduciary mandate can be as broad or as narrow as the client requires. We can oversee an entire plan, or we can collaborate with your investment committee around a specific project. The client decides. A one-size-fits-all solution doesn't work for fiduciary issues.
The growth is propelled by a widening range of investment products, from basic index funds to increasingly sophisticated financial vehicles, all supported by a vast ecosystem of specialized players. Mutual fund companies, investment managers, hedge funds, private equity funds, consultants, trust banks, custodians, record keepers, administrators, and lawyers all play unique roles which fuel this system.
How does any successful company deal with its most challenging, dynamic, and specialized areas? Put specialists in place so they can streamline operations - fulfill best practices consistent with legal and regulatory requirements, cut costs, isolate risk, integrate with other areas and communicate with stakeholders succinctly.
Plan sponsors that go it alone run three risks - performance, liability and executive distraction. Highly accomplished executives from other disciplines (Legal, HR, Finance) won't see the details that stand out to experienced fiduciaries, so fees and expenses can eat into investment returns. The executives can face potential personal liability for an increasingly complex, litigious endeavor with potentially serious PR ramifications.
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