Meet Westminster Consulting
At
Westminster
Consulting,
we specialize in providing
incomparable fiduciary advice and
counsel coupled with thoughtful
investment research to our clients.
Our services help qualified plan
sponsors and their fiduciaries
fulfill their responsibilities under
ERISA.
Our singular focus of promoting,
developing and maintaining proper
and strong fiduciary governance
processes for clients is central to
our culture and to the services we
provide. Our role as “fiduciary”
consultant to plan sponsors goes
beyond that of a traditional investment consultant. Pivotal to the work we do with plan committees is assisting them with the development
of and compliance with sound fiduciary practices while delivering exceptional, original investment analysis.
Our prudent process-based approach enables Defined Benefit and Defined
Contribution plan fiduciaries to meet their legal obligations, as well as mitigate their
potential liability in a cost-effective and prudent manner, benefiting all stake holders
of a plan.
As a leading independent, fee-only fiduciary consultants, we provide plan sponsors
with the ability to better navigate and manage the demanding and changing ERISA
regulatory landscape. Our independence provides objectivity, allowing Westminster
Consulting to provide clients with impartial advice, time-tested industry leading
insight and improved plan results.
Whether through the development of Investment Policy Statements, intensive
fiduciary reviews, education and training, or ongoing oversight and document
management, the policy and procedures approach utilized by Westminster Consulting
provides clear and thoughtful solutions to the regulatory challenges of managing a
qualified plan.
“We provide plan sponsors
with the ability
to better navigate and
manage the demanding and
changing ERISA
regulatory landscape”
The complexity of the plan oversight process is streamlined by utilizing Westminster Consulting’s proprietary Fiduciary Compliance
Resource Center™ (FCRC) technology platform. This secure portal is the first of its kind to provide consistent and accurate plan
information in an easily accessible and secure location. FCRC helps plan sponsors control and manage all aspects of plan oversight
consistent with Department of Labor’s ERISA requirements. FCRC is one of the most comprehensive fiduciary management tools
available to plan fiduciaries.
At Westminster Consulting, we provide informed insight and seasoned expertise in helping investment fiduciaries better manage their
legal responsibilities through considered advice, secure technology, and on-going fiduciary education.
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