Pendleton Financial Wealth Management

Pendleton Financial Wealth Management

 
 
 
 
 
 
 
 
 
 
 

Pendleton Financial Wealth Management

2607 Oberlin Road
Suite 100
Raleigh, NC 27608 | map | directions
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Fiduciary Assistance. Ensuring the Plan's administrators, investment committee members, trustees and all other fiduciaries understand their fiduciary responsibilities. We help them navigate their fiduciary responsibilities in many areas including maintaining their Fiduciary Audit File and ensuring the plan is bench-marked and the employees are educated and engaged. We serve as a 3(21) Fiduciary and have the ability to provide 3(38) Fiduciary services through our affiliates Employee Education and Engagement. We meet with all employees at least once per year to help them understand the plan and how they can save for retirement. By engaging employees we drive up participation and increase satisfaction of the employees. We also help them understand what an awesome benefit it is you are providing. Investment Selection and Monitoring. We help you select the absolute best available institutional investments for your plan and participants and monitor those investments. There are no hidden fees or revenue sharing on the plans we manage and monitor. We evaluate the performance and management of the funds consistently and formally each quarter.
Member Since: 1987
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 (Date: 5/13/2019)
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