English Spanish

Helping Employers Meet Their Fiduciary Obligations

As a fee only advisor, Wabash Capital has accepted fiduciary responsibility for employer sponsored 401(k) and 403(b) retirement plans since 2001. Employers have the option to transfer their investment-related fiduciary decisions to us, reducing their liability and freeing them from many of the time consuming obligations that are part of offering their employees a retirement plan.

We help improve retirement plan governance by implementing a documented decision-making process for the employer and providing personalized investment advice for the participant. Our goal is to improve participant outcomes while reducing employer fiduciary liability.

In This Section

 

 

cefexlogo

Wabash Capital has been awarded the Investment Advisor Certification from the Center for Fiduciary Excellence.
View Certificate
View Legal Opinion

 

Learn how we help

Plan Sponsors