CAROLINA CORPORATE PLANS, LLC
Fiduciary investment services
We have no ties to any investment product or plan record-keeper. Our loyalty is to you our client, and only to you!
ERISA is clear, as a plan trustee, you have "the highest fiduciary obligations known to man" to your participants.
As such, don't you want an expert responsible for the investments?
- As an ERISA 3(38) Investment Manager, we take on that role head on, working on your behalf to select some of the best investment options for your participants.
- As the ERISA 3(38) Investment Manager, we continue to provide ongoing Fiduciary Score monitoring for the investments.
- This same client loyalty and fiduciary obligation applies to the plan participants as well in the investment advice we provide to them.