Milestone Asset Management Group provides plan sponsors of defined contribution plans a full array of services designed to assist and enhance the fiduciary oversight of their employee 401(k) plans. Milestone wants to give you peace of mind knowing your 401(k) plan is properly positioned and compliant in the ever-changing financial landscape. We will share in your fiduciary responsibility that is associated with the management of your company’s retirement plan by acting alongside you as an approved “3(21) fiduciary”. Our clients wear many professional hats and lack the time that is needed to monitor and manage the company 401(k).
This lack of time is not an excuse to their fiduciary responsibility. Our clients are aware of the importance of the compliance aspect of the 401(k) plan and understand that they are personally and professionally liable for the plans proper management under current and changing laws governing the plan. This is why they choose to have a professional assist them in their duty to effectively administer the 401(k) plan, educate employees, select investments, and properly document their decisions.