Westminster Consulting Brochure Defined Contribution & Defined Benefit | страница 4

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 Investment fiduciaries and particularly qualified plan sponsors fulfill their
responsibilities under ERISA and applicable law.
Our singular focus on promoting, developing, and maintaining proper and strong fiduciary governance processes for clients is at
the core of our culture and the services we offer. We believe that our role as a “fiduciary” consultant to plan sponsors goes beyond
that of a traditional investment consultant. Central to the work we do with trustees is assisting them with the development of and
compliance with sound fiduciary practices while delivering exceptional, original investment analysis.

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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
practical manner, benefiting all stakeholders of a
plan. In addition, the wide array of services offered
by Westminster Consulting enables us to provide
solutions to the regulatory challenges of managing a
qualified plan.

As a leading independent, fee-only fiduciary consultant,
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 insights and improved plan results.

Westminster Consulting is focused
on promoting a culture of fiduciary
responsibility. We do this through
providing comprehensive fiduciary
advice to investment plan sponsors
and fiduciaries: giving them the
information, tools and confidence
to better navigate and manage the
demanding and changing regulatory
landscape around qualified plans.

The complexity of the fiduciary plan oversight process
is streamlined by utilizing Westminster Consulting’s
proprietary Fiduciary Compliance Resource CenterSM (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 the Department of Labor’s ERISA requirements. FCRC is one of the
most comprehensive fiduciary management tools available to investment 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 ongoing fiduciary education.

Sean D. Patton
Thomas F. Zamiara
Partner Partner

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