Fiduciary support through institutional consulting services

A proven process for fiduciaries

RBC’s U.S Institutional Consulting Services’ primary mission is to support your organization in meeting your financial objectives and fiduciary obligations. Our financial advisors can help review your plan documents and aid in establishing best fiduciary practices for your plan. We designed our process to assist you in meeting the responsibilities set out in your Investment policy statement, maintaining plan documents and meeting minutes, and establishing a fiduciary audit file. Our advisors mission is to assist in helping you remain in compliance with ERISA and to keep you abreast of any legislative and regulatory changes.

Our process is unique to your plan’s needs and is designed to assist your organization in fulfilling its fiduciary obligations. Services may include:

  • Plan design
  • Benchmarking and fee analysis
  • Provider search and evaluation
  • Investment policy review and development
  • Investment selection and monitoring
  • Employee communications and education
  • Asset allocation studies
  • Portfolio construction

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Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested.