Fiduciary Liability Protection

In today’s litigious society, plan sponsors are rightfully concerned about the liability inherent in offering a 401k plan. And the individuals responsible for those plans are increasingly aware of their own personal liability.

With the Advisors Access 401k, both plan sponsors and the individuals responsible for the plan (committee members, trustees, etc.) receive the highest level of fiduciary liability protection available.

As an independent, fee-only advisor, Capital Directions receives no compensation from the investments we select for your plan. This objectivity allows us to serve as a fiduciary to your plan. While this does not absolve a plan sponsor of all responsibility, it does shift the burden of investment selection and monitoring to Capital Directions.

We have also developed a Prudent Fiduciary Process based on global fiduciary standards of excellence that guides each step in the oversight of your plan, further broadening the fiduciary protections provided by the Advisors Access 401k.

Prominent Fiduciary Endorses Advisors Access

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