We at Cafaro Greenleaf are named, in-writing co-fiduciaries on your plan.

As fiduciaries, we stand with you acting in the best interest of both the plan sponsor and participants, and we reduce fiduciary liability on the plan.

Compliance is about developing prudent procedures and then implementing, monitoring and documenting them.

Fiduciary & Legal Considerations

Accredited Investment Fiduciary (AIF™) and Accredited Investment Fiduciary Advisor (AIFA™) designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.

The Value of Working with an AIF or AIFA Designee

As a plan sponsor, these tools can quickly help you gauge how well you are fulfilling your fiduciary responsibilities. We can assist you with any weaknesses in your plan and design a retirement program to fit your specific needs.

This Self-Assessment of Fiduciary Excellence (SAFE) is intended to assist an Investment Advisor, or the public, in analyzing how well an Advisor meets a defined Global Fiduciary Standard of Excellence.

Self-Assessment of Fiduciary Excellence for Investment Advisors

As an employer, you can take steps to help ensure your plan is successful. Click the link and answer the questions to see how well you are fulfilling your responsibilities as a plan sponsor.

JennisonDryden Employer Report Card

10 Things You’re (Probably) Doing Wrong – Or Not Doing Right As a Plan Fiduciary

Brand Name Consultant vs. Independent Advisor