Welcome
Independent fiduciaries play an important role in the nation's retirement system. Independent fiduciaries are professional decision makers. They are appointed by sponsors of pension, profit sharing, 401(k), or Employee Stock Ownership Plans (ESOPs) to be the primary responsible party over a plan. That enables a plan sponsor to focus on running their business. It also removes potential conflicts of interest and concerns about satisfying fiduciary duties and processes, hiring and monitoring service providers, etc.
Employers that utilize an independent fiduciary seek an increased measure of confidence and certainty that their plan(s) are being handled with honor and precision; that their employees are being protected by an undivided loyal party.
Why an Independent ERISA Fiduciary?
There are benefits in having an appointed, independent decisionmaker.
- Unbiased and loyal in securing (protecting) the future benefits of participants and beneficiaries.
- Separate and apart from the influence of others, such as service providers, investment managers, or even company.
- Accountability and responsibility rests with independent fiduciary.
- Less stress and worry for plan sponsor.
Matthew D. Hutcheson giving opening statement before Congress July 20, 2010.
From left to right: Matthew D. Hutcheson, Barbara Bovjberg (GAO), Robert Chambers, Jack Marco
What's New
Hutcheson US News and World Report
August 23, 2010 | What Makes a Good 401(k)?
Hutcheson Interviewed by AOL
August 20, 2010 | Take Control of Your 401(k)
Hutcheson Interviewed on Radio
August 16, 2010 | Talk 401k with Don Davidson
August 15, 2010 | Financial Coach Show (starts at 24:50)
Hutcheson Profiled by Industry Journal
August 2, 2010 | The Gospel of Matthew Hutcheson
August 3, 2010 | Independent Fiduciaries to the Rescue
August 4, 2010 | Most Plan Fiduciaries "Ill-Prepared"
Hutcheson New York Times
July 23, 2010 | A Step Toward Clarity
Hutcheson Congressional Testimony
July 20, 2010 | Matthew D. Hutcheson testified before Congress on improving accounting transparency for pensioners and other retirement plan participants.
Watch opening statement here
The entire hearing can be viewed here
Written statement here
"The Most Important Position"
Speaking at the Independent Fiduciary Symposium in New York on May 26, ERISA Attorney Jeff Mamorsky asserted that, "the independent fiduciary is the most important position in the ERISA world today." Read more
Learn more about the Fiduciary Symposium here.
Hutcheson Interviewed
Listen to June 2, 2010 radio show interview with Phil Grande (about 10 million daily listeners)
The interview with Mr. Hutcheson begins around 6 minutes into the show, hits a stride around 17:40. It ends around 36 minutes in.
The Fiduciary Objective
To enhance and secure the retirement of all American workers.
Services we provide
- Independent ERISA Fiduciary
- Independent Retirement Plan
Consulting Services - Fiduciary Training, Audits and Reviews
- Due Diligence Service for Plan Sponsors and Other Investors.