Fiduciary Support Services
Reduce risk, stay compliant, strengthen your retirement plan
As the plan sponsor, you carry the weight of fiduciary responsibility—even if you delegate some of that work. This responsibility can be complex, time consuming and risky without the right support. That’s where we come in.
We provide comprehensive fiduciary support that helps you confidently meet your obligations while delivering a plan your team can trust.
Fiduciary support matters
We take on these responsibilities so you can focus on what matters most—running and growing your business without worrying about fiduciary missteps.
Risk reduction
Reduces your liability as a business leader
Compliance
Ensures your plan is compliant despite ever-changing regulations
Oversight
Maintains fair, transparent oversight of fees, performance and service providers
Strengthens Trust
Builds employee trust in the retirement benefit you provide
Practical expert support for fiduciary responsibilities
Our team delivers ongoing resources to support your fiduciary responsibilities:
Fiduciary Investment Services
As a plan sponsor, you are tasked with ensuring that investment options align with your employees’ retirement goals while adhering to fiduciary standards. With our investment fiduciary services, we alleviate this burden, provide expert guidance and support to ensure your team has options that will help them achieve their retirement goals.
Let’s take the weight of Fiduciary responsibilities off your shoulders
You don’t have to navigate fiduciary responsibilities alone. In partnering with us, you get a team of experienced retirement plan professionals who understand all aspects of building and maintaining a compliant and effective retirement plan.
Related Products and Services
Retirement Plan Services are offered through UMB Bank, n.a. Retirement Plan Services does not provide tax, accounting or legal advice.
Products offered through Retirement Plan Services are:
Not FDIC insured • Not Bank Guaranteed • May Lose Value