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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.

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 dalbar

Wabash Capital, with its Registered Fiduciary‚ĄĘ Certification from DALBAR, takes on an expanded advisory role that improves plan governance and participant outcomes.

 

cefexlogoWabash Capital has been awarded the Investment Advisor Certification from the Center for Fiduciary Excellence.
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View Legal Opinion
View Public Certification Report

 

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