Monitoring Process

Under ERISA, the monitoring of invested assets is crucial to the fulfillment of a plan sponsor’s fiduciary responsibility. Documentation of the monitoring process is just as important. MidAtlantic performs the following functions on behalf of plan sponsors:

  • Continuously monitoring all investment options to ensure that each option is still appropriate for the plan
  • Recommending investment option changes, if necessary, as outlined in the monitoring criteria established in the Investment Policy Statement
  • Documenting the monitoring process which provides a critical safeguard in the reduction of fiduciary liability

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MidAtlantic Capital Management, Inc.

11448 Robious Road

Richmond, VA 23235

Phone 804-272-9200

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