As a specialized service, JPG Wealth Management offers comprehensive ERISA advisory services to help plan sponsors fulfill their fiduciary responsibilities under ERISA regulations. Our experienced team understands the complexities of retirement plans and can provide the expertise and guidance needed to support the success of your retirement plan.

1. ERISA 3(38) Investment Advisor: As an ERISA 3(38) investment advisor, we take on the full fiduciary responsibility for the investment management and oversight of your retirement plan. This includes selecting, monitoring, and replacing investments within the plan, relieving plan sponsors of these fiduciary duties. By partnering with us as an ERISA 3(38) advisor, you can reduce your fiduciary liability and gain peace of mind knowing that your retirement plan is being professionally managed.
2. ERISA 3(21) Investment Advisor: As an ERISA 3(21) investment advisor, we provide guidance and support to plan sponsors in the selection and monitoring of investments within the retirement plan. While the ultimate fiduciary responsibility remains with the plan sponsor, we offer our expertise and recommendations to assist in making informed investment decisions. By leveraging our ERISA 3(21) advisory services, you can benefit from our investment knowledge and experience while retaining final decision-making authority.

Why Choose JPG Wealth Management for ERISA Advisory Services?

• Expertise: Our team has a deep understanding of ERISA regulations and the responsibilities associated with retirement plans. We stay up-to-date with industry trends and best practices to ensure compliance and optimize plan performance.
• Fiduciary Support: By partnering with us as an ERISA advisor, you can offload some or all of the fiduciary responsibilities, depending on the level of service you choose. This allows you to focus on other aspects of your business while having confidence that your retirement plan is in capable hands.
• Customized Solutions: We tailor our advisory services to meet the unique needs of your retirement plan. Whether you require full investment management as an ERISA 3(38) advisor or guidance as an ERISA 3(21) advisor, we adapt our approach to align with your specific requirements.
• Transparent and Proactive Approach: We prioritize transparency in our communications and decision-making processes. We provide regular reporting and proactive recommendations to ensure your retirement plan remains on track and aligned with your goals.
• Client Satisfaction: We strive to build long-term relationships with our clients based on trust, exceptional service, and a commitment to their success. Our dedicated team is here to support you at every step, providing the highest level of service and expertise.

Contact JPG Wealth Management today to learn more about our ERISA advisory services and how we can assist you in fulfilling your fiduciary obligations, optimizing your retirement plan, and ensuring a secure financial future for your employees.