FAN due diligence services are designed for:

• Employers to meet their obligation to prudently select, conduct periodic reviews and annual audits of fiduciary advisers.
• Advisers to pre-qualify and obtain documentation necessary to achieve and maintain standing as a fiduciary adviser.

The Certification Process provides all the screening and documentation required by plan sponsors in order to meet the fiduciary obligation of prudent selection, periodic reviews and annual audits of a Fiduciary Adviser.