Fiduciary Responsibilities

It's not surprising many companies don't know their fiduciary responsibilities under the law: it's complicated. That's why our clients are with CoBiz Insurance–to guard against costly liabilities.

We help our clients maintain compliance with the DOL, IRS and other regulatory bodies while we improve investment opportunities for plan participants. We become your co-fiduciary to the retirement plan whether it's a 401(k), a 403(b) or other investment vehicle.

The Fiduciary Fitness Program™ is an independent compliance tool to measure the health of a plan and allow the plan's fiduciaries to operate in accordance with ERISA. It can identify potential weaknesses in your plan and remedy them.

Securities and Advisory Services offered through Financial Telesis Inc., member FINRA/SIPC. CoBiz Insurance is not affiliated with Financial Telesis Inc.

Contact
Colorado
821 17th St.
Denver, CO 80202
720.264.5326
877.988.0446
kdeevy@cobizinsurance.com