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Fiduciary Retirement Plan Advisors

Options for Fiduciary Assistance and/or Delegation

As a plan sponsor, you can never hand-off 100% of your fiduciary responsibility.

However, additional services levels are available to

What is the current fiduciary standard?

The label has ranged from best interests, prudent man and duty of loyalty standards.

“ . . . Care, skill prudence and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of like character and with like aims based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser . . . “


The Bensman Group is not in the business of providing legal advice with respect to ERISA or any other applicable law. The materials and information on this page and website do not consitute, and should not be relied upon as, legal advice. The information is general in nature and intended for informational purposes only.

3(21) Co-Fiduciary

We create strategies that are tailored to your needs and goals.

3(38) Discretionary Fiduciary

Years of experience have prepared us to guide you through your life transitions.

3(16) Administrative Fiduciary

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.