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Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Tax Planning
• Education Planning
• Fiduciary Analysis &
 Reviews
“To many people, retirement plan mismanagement
is equated with companies like Enron and WorldCom. In reality,
financial loss caused by common unattended, mismanaged investment
decisions far exceed the damage caused by the larger, more publicly
known cases. Americans work hard to save for their future. We
need to do a better job of protecting their assets.”
Donald B. Trone
Secretary of Labor Investment Counseling Industry Representative
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Services ~ Fiduciary Analysis & Reviews
Fiduciary analysis and reviews provide valuable training and
oversight
Trusts, private foundations and corporate-sponsored retirement
plans employ fiduciaries such as Ames Planning Associates to prudently
manage funds for the benefit of others. We provide training, education,
investment reviews and comprehensive fiduciary analysis to individual
and institutional trustees and fiduciaries.
Multiple benefits of fiduciary reviews
The benefits of our comprehensive fiduciary consulting services
include:
- revealing annual plan savings and true costs
- ensuring legal and prudent fiduciary processes are followed
- reducing fiduciary liability by uncovering omissions
- improving long-term performance
- enabling fiduciaries to compare practices and procedures
Specialized training in evaluating investment practices
As accredited investment fiduciaries, we have specialized training
that enables us to help our clients manage the process of training
new trustees, as well as implementing and monitoring their fiduciary
responsibility.
Fiduciaries and trustees learn how to dissect qualified corporate
retirement plans and examine the investment structure in detail
in accordance with the 27 practices outlined in the Guide to Investment
Fiduciary Practices developed by the Foundation for Fiduciary
Studies.
The practices cover critical investment issues, from the diversification
of assets to the preparation of the investment policy statement,
complete unbundling, identification and accountability of all
investment expenses.
Contact us for more information
on how our fiduciary analysis and review services can benefit
you.
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FIDUCIARY CONSULTING
SERVICES
Some of our services
include:
| Fiduciary training and
education |
| Investment fiduciary reviews |
| Investment fiduciary analysis
and implementation |
Ames Planning
follows the 27 Investment
Fiduciary Practices of
the Foundation for Fiduciary Studies.
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