Fiduciary Best Practices

Our best practices will help make sure your i’s are dotted and your t’s are crossed.

You’ll have access to:

  • Fiduciary Diagnostic™: This periodic compliance gap analysis demonstrates what plan sponsors and fiduciaries need to address, and documents plan management responsibilities in over 20 key areas.
  • Fiduciary Plan Review™: This review examines plan design and documents prudent processes.
  • Education Modules: The modules cover over 20 education topics from fiduciary responsibilities to employer securities and real property to mergers and acquisitions.
  • Documentation Modules: You’ll receive guidelines for documenting compliance, including positive evidence of fulfilling fiduciary obligations under ERISA and tax requirements under the Internal Revenue Code.


*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Advisory  Services, LLC (Kestra AS), an affilate of Kestra IS.   Kestra IS and Kestra AS are not affiliated with Mel Foster Insurance Company or any entity referenced herein.  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

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Are you ready to save time, aggravation, and money? The team at Mel Foster Insurance is here and ready to make the process as painless as possible. We look forward to meeting you!