Fiduciary Protection 2017-11-08T08:48:12+00:00

Fiduciary Protection…

Every successful retirement savings plan requires a great structure, and it starts with an experienced plan fiduciary, the “quarterback” who can bring together all of the various members of the winning team.  Founded in 2002, Appleton Group has extensive experience in plan design, investment management and selection, as well as objective market research.  Serving as a named ERISA 3(38) Plan Fiduciary, our firm:

  • Creates and oversees easy-to-use, cost-effective fund lineup

  • Manages flexible, risk-adjusted age-based investment models

  • Communicates the many features and benefits of Appleton Group 401(k) to a state-wide audience

  • Monitors the program for any regulatory changes and manages changes and opportunities for future enhancements

  • Coordinates ongoing selection, monitoring and replacement of all other service providers

AIF Certification trademark image (acronym with full name)Wisconsin Select utilizes the deep fiduciary resources of fi360 and the Center for Fiduciary Studies.

Since 1999, the Center has served as the standards-setting body of fi360, the investment industry’s leading source of insights, education, and advocacy on all aspects of fiduciary responsibility.  The Center’s team of subject matter experts includes experienced investment professionals, attorneys,  technologists, and educators, all of whom share a commitment to promoting the widespread adoption of the fiduciary standard and helping advisors deliver the highest level of service to plan sponsors and their participants.

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