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408(b)(2) Fee Disclosure - Fi360
408(b)(2) Fee Disclosure - Covered service provider overview Silver Bank Silver Bank is an affiliate of MDC Advisors, Inc.. Silver Bank has a direct agreement with the Plan to provide the following Custodian services (collectively, “Services”) to Client, the Plan and the Plan participants.
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Definition of the Term ‘Fiduciary’ - Fi360
www.fi360.comExecutive Summary Definition of the Term ‘Fiduciary’ U.S. Department of Labor ‘Conflict of Interest Rule’1 April 15, 2016
The Seven Core Principles Every Fiduciary Follow
www.fi360.com© 2015 fi360 Inc. All Rights Reserved. The Seven Core Principles Every Fiduciary Should Know and Follow J. Richard Lynch, AIFA President, fi360
fi360 Fund Family Fiduciary Rankings
www.fi360.comfi360 Fund Family Fiduciary Rankings™ Data as of June 30, 20151 Overview 2 What is the fi360 Fiduciary Score®? 2 Appendix A – fi360 Fund Family Fiduciary Rankings
investment stewards - Fi360
www.fi360.comsafe level 1 Assessment for investment stewards periodic table of global fiduciary practices 4.4 Periodic reviews are conducted to ensure that investment-related fees, compensation, and expenses are fair and reasonable for the
Investment Policy Statement
www.fi360.comrisk tolerances of the IPS, the ability to withstand short and intermediate term variability were considered. A 1-yr loss limit of -9.0% has been calculated for the portfolio. Statistically speaking, there is a 2.5% chance that the 1-year return will actually be lower than -9.0%.
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