We believe trustees deserve more than a travel-agent-type salesperson who places you in a product and wishes you well.

Serving as either an ERISA 3(38) full or ERISA 3(21) co-fiduciary, we either assume or share the fiduciary responsibility with you for the investments in the plan. This is critical because it legally requires Ullico Retirement Solutions to put your company’s plan and participants’ interests above all else, at all times, and it significantly reduces your organization’s exposure to potential litigation.

We believe you deserve a partner who will stand by you and help you navigate the ongoing complexities of your defined contribution plan.

Trustees and plan sponsors need to understand every aspect of their plans. But this can feel like a daunting responsibility while you try to focus on what you do best – running your organization.

Our commitment includes:

  • Fiduciary Process Management and Risk Mitigation
  • Investment Selection and Monitoring
  • Fee Auditing and Benchmarking
  • Compliance Assistance
  • Annual On-Site Member Education with Individual Consultations