Blueprint Financial seeks to offer plan sponsor fiduciaries (known as Investment Stewards) protection. Our offering is unparalled in the industry because it assists in meeting fiduciary standards. Its solutions help offer protection through the effective use of investment committee training, plan guidance, provider monitoring, and assistance with electronic document storage.

Fiduciary Oversight

Investment stewards wear many professional hats. And while they may spend the least amount of their working life on retirement plan issues, their fiduciary role for the plan poses a significant amount of risk in the corporate arena. Inundated with primary job functions, finance and human resources executives lament their lack of time and tools to fulfill their fiduciary accountabilities, with a high level of assurance and protection. This uncertainty is the main cause of their concern towards their personal liability as a fiduciary.

To help meet this void, Blueprint Financial offers fiduciary oversight that seeks to deliver protection for plan management through independent guidance and monitoring. Blueprint Financial offers the fiduciary oversight to its plan sponsor clients.

We strive to help clients satisfy the following fiduciary functions:

1. Demonstrate prudence through a document trail;
2. Understand the key factors around investment management decision making;
3. Adhere to the committees' investment strategies;
4. Avoid conflicts of interest;
5. Monitor service providers according to the new global benchmarks of fiduciary excellence.

Easy to Use

Fiduciary functions are managed effectively through a written agreement with co-fiduciary acknowledgement for investment advisory services. You save time, potentially reduce risk, and gain access to critical fiduciary tools.

Document Decisions

Managed within a protected fiduciary document solution, investment committees can demonstrate ERISA’s prudence requirements through a trail of informed decisions. With a point and click, fiduciaries can evidence their investment rationale and map key decisions to the plan’s guiding documents.

Continuity of Conduct

Our role can ensure a high level of continuity in the event of investment committee turnover. Our fiduciary oversight preserves the integrity of past decisions and provides effective succession for future fiduciary governance.

Clarify Roles and Responsibilities

We help investment committees align internal responsibilities and benchmark the services of operational platform providers such as administrators, record keepers, custodians, and investment managers.