Westminster Consulting specializes in providing incomparable fiduciary advice and
counsel coupled with thoughtful investment research and advice to our clients. Our
services help qualified retirement plans and their fiduciaries fulfill their responsibilities
under ERISA.
Our singular focus of promoting, developing and maintaining proper and strong fiduciary
governance processes for our clients is central to our culture and to the services
we provide. Our role as “fiduciary” consultant to plan sponsors, we believe, goes
beyond that of a traditional investment consultant. Pivotal to the work we do with
plan committees is assisting them with the development and compliance of sound fiduciary
processes and procedures while delivering exceptional, original investment analysis.
Our prudent process and procedures 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, benefitting all
stake holders of a plan.
As 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 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 developed by Westminster Consulting provides industry
leading solutions to the regulatory challenges of managing a Defined Benefit or
Defined Contribution plan.
The complexity of the fiduciary plan oversight process is streamlined by utilizing
Westminster Consulting’s proprietary Fiduciary Compliance Resource Center® (FCRC)
technology platform. This secure portal was the first of its kind in providing consistency
and accuracy in controlling and managing all aspects of the plan oversight process
to be consistent with Department of Labor ERISA requirements. To date, FCRC is one
of the most comprehensive tools in the market for investment fiduciaries.
Westminster Consulting provides informed insight and recognized industry leading
expertise in helping investing fiduciaries better manage their legal responsibilities
through considered advice, secure technology, and on-going fiduciary education.
Westminster’s comprehensive services will deliver consistent and above average investment
performance, instill greater confidence on the part of the participants and create
an all-around better retirement benefit.