401(k) Plans

Prudent Investor Advisors, LLC has designed an innovative program for fiduciaries of 401(k) plans called Prudent 401(k)™. The core element of this program allows plan fiduciaries to transfer the risk of selecting and monitoring plan investment options to us. Fiduciaries choosing to do this can eliminate any potential personal liability they might otherwise incur for making imprudent investment decisions.

Transferring the risk for selecting and monitoring plan investment options from the fiduciaries of a 401(k) plan to Prudent Investor Advisors, LLC helps align the interests of all parties that have an interest in the plan. When we sit on the same side of the table as the fiduciaries of a plan, conflicts of interest disappear. This can increase the chances that plan fiduciaries will prudently discharge their duties solely in the interests of the plan’s participants and their beneficiaries - as they are required to do by ERISA.

Other key elements of the Prudent 401(k)™ program include:

• Plan sponsor-friendly contracts
• Low cost, broadly diversified and automatically rebalanced model portfolios
• Effective education of plan participants
• Efficient record-keeping
• Annual ERISA compliance reviews
• A fiduciary review

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