Trust Integritas will:
Administer the plan consistent with the documents and instruments governing the plan (we guide in the proper design of such plan).
Administer the plan for the exclusive benefit of plan participants and their beneficiaries (kids, spouses, etc.).
Prevent the plan from engaging in the “prohibited transactions” as described in ERISA.
Monitor investment advisors to ensure they are following the requirements to appropriately diversify plan investments.
Equally important, compel that any investment advisor servicing the plan has ensured fund companies will accept retirement plan contributions from Cannabis businesses.
Ensure plan assets are valued in accordance with the plan document no less than annually.
Trust Integritas will alwats act consistent with ERISA fiduciary standards. . . the proper skill, prudence and diligence.
With ERISA and Tax being the legal expertise of the Managing Members Jewell Lim Esposito and Robert S. Ellerbrock III, the leadership of Trust Integritas will ensure any consulting advice meets this high standard.