We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Fiduciary & Non-Fiduciary Retirement Consulting
Fiduciary services involve the development of an investment strategy, recommendation of assets classes/investment options as well as performance monitoring. These services are non-discretionary and SEIA acts as a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), the federal law governing pension plans.
Non-fiduciary services include the financial education of plan participants about investment options, employee group enrollment meetings, fee & expense evaluations, vendor analysis and general support for plan design features. In general, for non-fiduciary services, SEIA is not acting as an ERISA fiduciary.