Savant Capital Management has received service provider certification for adhering to a standard of excellence for Employee Retirement Income Security Act (ERISA) 3(16) Plan administrators.
Savant Capital Management, based in Rockford, has received service provider certification for adhering to a standard of excellence for Employee Retirement Income Security Act (ERISA) 3(16) Plan administrators.
Savant is one of the first organizations in the United States to receive service provider certification, a recognition of adhering to the "Prudent Practices for Investment Stewards" published by fi360 Inc.
Savant recently received the Schwab 2015 Best-in-Business IMPACT Award and has been named a top registered investment adviser firm by Financial Planning magazine, Financial Advisor magazine and Investment News.
The firm has been certified for varied plan administrator functions as regulated by ERISA, including fiduciary and administrative functions.
Savant Capital management is a nationally recognized fee-only firm, offering services such as investment management and financial planning.
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