Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

Challenge #2: Liability

“Can we get sued?”

With the 2012 arrival of increased Department of Labor disclosure requirements, your company’s 401(k) plan is now under increased scrutiny. Regulatory actions are on the rise. Participants are increasingly sensitive to excessive costs dragging on their returns.

Plan sponsors can be held personally liable for any shortcomings.

The Rockbridge Remedy: As your ERISA 3(38) fiduciary Registered Investment Advisor ally, Rockbridge offers a strong, multifaceted defense against fiduciary risks.

This is in stark contrast to many of the large, broker/dealer plan providers, who may speak of fiduciary care in comforting, general terms within their glossy marketing materials … only to disclaim the responsibilities in the legal fine print of your service agreement.

 
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