Every retirement plan must have a named fiduciary — someone legally responsible for acting in participants' best interests. The Stoller Company provides the structure, careful documentation, and ongoing oversight that fiduciaries need to fulfill their duties with confidence.
Fiduciary Meetings & Oversight
We facilitate regular fiduciary meetings on your behalf, covering investment performance reviews, plan document reviews, and operational assessments — so issues are caught early and decisions are well documented.
Due Diligence Documentation
We maintain a complete due diligence file — meeting minutes, agendas, supporting documentation, and correspondence — so your plan's records hold up to scrutiny at any time.
Investment Policy Statement (IPS)
We develop and maintain an Investment Policy Statement that guides fund selection criteria and the ongoing monitoring process, giving your plan a clear, documented investment framework.
Legislative & Regulatory Monitoring
We track legislative and regulatory changes affecting your plan and implement the required updates, so you stay compliant without having to monitor the rules yourself.
Participant Education & Communication
We coordinate education and communication efforts so participants and fellow fiduciaries understand their responsibilities and the resources available to them.
Compliance Administration
We ensure plan administrators are adhering to deposit and loan guidelines, and review non-qualifying plan assets — such as real estate or limited partnerships — for ongoing compliance.