Fiduciary Protection

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Cafaro Greenleaf acts as a co-fiduciary, in writing, for every plan we consult on.

Therefore, we have the same goal as you—to keep your plan in full compliance with ever-evolving regulations, and to systematically monitor your plan’s investment options. We protect clients by ensuring a documented prudent process, and shield you from fiduciary exposures and potential liability.

Through our Fiduciary Guidance Platform, Cafaro Greenleaf offers two levels of protection – ERISA 3(38) services and 3(21) services. For both levels of service, we use a proprietary, sophisticated investment monitoring system tailored only for retirement plans in order to evaluate investment options from both a performance and a fiduciary perspective, customized to your specific plan.

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