QBOX Boxes of Responsibility Process
We Make It SIMPLE
As an independent Registered Investment Advisory (RIA) firm, we have a fiduciary duty to provide advice or options that are in the participant’s best interest. Our service model is best visualized through the QBOX “Boxes of Responsibility” which clarifies each Service Provider's: - Roles and relationships
- Fiduciary status
- Services
- Fees
This illustrates how the service providers combined and interconnected actions achieve the plan sponsor's desired outcome.
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Services
We provide for our clients
We do it: ERISA 3(38) Services
We help: ERISA 3(21) Services
Our Partners Include:
- The Independent RIA and RIA Firms
- Institutional Money Managers
- Custodians
- Recordkeepers and Third Party Administration Firms
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