What factors should a corporation consider in selecting and hiring HFG as the Investment Named Fiduciary or Independent Fiduciary of a plan?
First and foremost, a corporation should be satisfied that the HFG partners have the skills, experience and judgment necessary to serve in an investment fiduciary capacity. In particular, the breadth of investment experience to understand the complex investment issues facing a pension plan portfolio, as well as a thorough understanding of ERISA and fiduciary processes. HFG will provide you with materials to assist you in this due diligence and will be available to answer any of your questions.
