Hickock & Boardman Retirement Solutions

Investment Intelligence

Investment Intelligence

Investment due diligence is one of the most important responsibilities you face as a plan sponsor.  When you partner with Hickok & Boardman Retirement Solutions you are hiring Retirement Plan Specialists that conduct advisory services as an ERISA 3(21) investment advisor.  We will place our fiduciary status in writing.


We are also able to provide full discretionary ERISA 3(38) investment advice services. If you are interested in full-fiduciary outsourced services, please contact us today.


Interested in learning how we can help your company improve its investment selection process and oversight of your plan?

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