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How well are you meeting your fiduciary obligations? Assess your retirement plan management with a complimentary Scorecard and Consultation

Managing effective and compliant employer-sponsored retirement plans demands a thorough understanding of the requirements and a commitment to meeting a set of stringent fiduciary obligations — a matter of particular importance for Tribes. Tribal fiduciaries — whether they are members of Tribal councils, investment committees or retirement plans— hold a special position of trust as guardians of Tribal assets. Charged with the responsibility of following sound fiscal practices, Tribal fiduciaries should regularly take stock of whether and how well they are fulfilling their duty of care.

Score Your Retirement Plan Management: Does It Make the Grade? 

As a third-party fiduciary accredited to give qualified, independent assessments on retirement plan processes, REDW Wealth has developed a 14-question Retirement Plan Sponsor Scorecard that gauges how well you are fulfilling your duties as a sponsor of your Tribe’s retirement plan. In addition to discovering any gaps in compliance, you’ll gain a better understanding of just what’s required to run a successful retirement plan that aims to safeguard and grow your Tribe’s wealth.  

Get Guidance for Improving Plan Success from Industry Experts 

Based on the results of the Retirement Plan Sponsor Scorecard, our experienced Wealth advisors provide an independent assessment of your plan’s investment and organizational processes according to the Global Fiduciary Standard of Excellence established by the Center for Fiduciary Studies. What’s more, our team of Accredited Investment Fiduciaries (AIF®) can offer guidance or training on improving employees’ understanding of plan features and helping them make better-informed investment decisions.

Why Choose REDW Wealth?  

When you select REDW Wealth to perform your Tribal fiduciary assessment, you receive the services of an Accredited Investment Fiduciary Analyst (AIFA®). This designation may be used only by those professionals who have successfully completed a specialized program on fiduciary standards of care at the Center for Fiduciary Studies, which includes passing a comprehensive examination on the 27 Prudent Investment Practices that form the basis of their training. REDW Wealth is, itself, a fiduciary to its clients.

REDW Wealth Tribal Fiduciary Consulting Services  

  • Comprehensive or strategic fiduciary assessments 
  • Targeted consulting on specific fiduciary issues 
  • Cost analyses of service providers to plan sponsors and other providers 
  • Analysis and consulting services when REDW Wealth is not a provider 
  • Custom fiduciary training

Advisors and Advocates for Tribes 

For more than 40 years, REDW Advisors & CPAs have served as advisors and advocates to Tribal Nations. Deeply invested in the financial well-being of tribal communities, we offer a wide array of professional services to help preserve tribal sovereignty and ensure a bright and prosperous future:

  • 638 Healthcare Transition Support
  • Advisory & Accounting
  • Audit & Assurance
  • Casino/Hospitality Operations Consulting
  • Forensic Analysis, Litigation Support & Related Services
  • Tax Consulting Services
  • Tribal Compensation Survey Report
  • Valuation & Related Advisory Services for Tribes

Our team of more than 330 professionals supports a wide range of clients across the United States and abroad, with offices in Arizona, New Mexico, Oklahoma, and Oregon.

Complimentary Consultation & Scorecard

Gain direct access to REDW’s Retirement Plan Sponsor Scorecard when you schedule your free, one-hour consultation with Wealth Management Practice Leader Paul Madrid, CFA®, CFP®, AIFA®. Schedule your Scorecard Consultation with REDW Wealth today.