Fiduciary Governance

Services to Fit Your Fiduciary Needs
InterServ focuses exclusively on the needs of financial intermediaries and plan sponsors, which includes staying at the forefront of fiduciary and legislative concerns facing our industry. InterServ understands the issues, trends and regulatory pressures faced by our clients. InterServ clients can benefit from a co-fiduciary relationship, featuring side-by-side support concerning the investment process.

Customized Investment Policy Statement (IPS)
The IPS is the cornerstone of a plan’s investment governance and defines how plan assets will be managed, from selection to review to monitoring and replacement of investment options and service providers. Clients receive an IPS, customized to be consistent with the plan’s investment performance measurement methodology. The IPS is a critical piece of the investment process for investment administration.

Co-Fiduciary Services
When applicable, InterServ is available to contract directly with the plan client to serve in a co-fiduciary capacity, delivering investment advice and certified processes as needed.

Retirement Plan Recordkeeping Services
InterServ has partnered with DailyAccess Corporation, a leading retirement services provider, to deliver their DailyAccess PLUS integrated solution, including an open architecture record keeping platform, plan administration and ERISA consulting services.

Fiduciary Governance Audit and Oversight
InterServ has partnered with Roland|Criss, an independent provider of fiduciary protection and certification programs, to deliver their fiduciary governance and audit services.

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