401(k) plans are put in place for several reasons, including attracting and retaining talented employees, minimizing income taxes, and helping employees provide for their future financial security. As a fiduciary for your tribe’s plan, it’s important that you take an active role in its administration, making sure your employees receive a quality benefits package and ensuring your tribe keeps its assets safe.
Moss Adams Wealth Advisors can help you mitigate risks and improve the quality of your plan offering along the way.
Our services can help you:
- Understand the laws and fiduciary duties of ERISA-based plans
- Structure and manage your plan so it meets standards of diversification
- Prepare an investment policy statement that shapes the framework of how your plan is managed
- Understand, evaluate, and monitor your plan’s expense structure