Fiduciary Support

Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities​

As an unbiased resource for retirement plan committee members, Parallel Advisors can serve either as an ERISA 3(21) fiduciary (non-discretionary) or an ERISA 3(38) fiduciary (discretionary manager). As part of our fiduciary program, we employ process-driven software and task schedules that help our clients effectively manage their fiduciary obligations.