Fiduciary Oversight

Whether your company’s plan needs an independent review or you’re considering adopting a new plan, Anton LeMieux can help. As an Accredited Investment Fiduciary ®, Eric Anton can formalize, implement and monitor all aspects of your plan, including assuring your qualified plans are in compliance with the Employee Retirement Income Security Act (ERISA).

When working with a nonprofit organization, Eric will manage your cash and investments to meet UPMIFA guidelines. If your plan requires review, structure, or even an overhaul, Eric will be your trusted resource.

As your fiduciary consultant, Eric can:

  • Prepare and review investment policy statements
  • Review all fees paid by plan sponsors and participants of qualified plans
  • Develop an investment service provider and custodian selection process
  • Review the appropriateness of asset classes and individual portfolio investments