Governance starts with a process of defined expectations within a framework of process, evaluation, and performance monitoring. The purpose of governance is to employ best practices and forward thinking to meet the fiduciary expectations of all plan stakeholders (plan members, corporation, and shareholders) and to continuously review current practices to evolve better programs.
Success without governance is often called chance and unquestionably, chance is not a successful business model element. Proteus provides a structured and customized ongoing governance support structure so your organization and employees can get the most out of your retirement income program.
Want to learn more about current governance issues? Check out our Viewpoint Blog.
Elements of our Governance Process
Proteus - Governance Integrity
The Proteus team agrees to conduct all client mandates free of conflict of interest with the highest level of business integrity, standards and ethics. In doing so, we ensure the best interests of plan sponsors, boards and plan beneficiaries are met. Proteus is a wholly independent governance consulting firm with no direct affiliations to fund managers, record-keepers, custodians or insurance companies. All directors, managers, and employees of Proteus follow the guidelines, intent, and spirit of the CFA Code of Conduct for Members of a Pension Scheme Governing Body.
The Code of Conduct for Members of a Pension Scheme Governing Body (the code) represents best practices for members of the pension governing body when complying with their duties to the pension scheme. Whether public or private, each pension scheme board that adopts the code demonstrates its commitment to serving the best interests of participants and beneficiaries.
Pension Governance Tools
CAP Track for Capital Accumulation Plan Governance
CAP Track is an online Capital Accumulation Plan (CAP) governance management tool, which supports assigned and secure access for multiple users at the plan sponsor and CAP Adviser user level. CAP Track is designed, built and supported by in-house CAP plan experts in conjunction with web enabled tools for CAP plan sponsors and their CAP Advisers. Access and full functionality is available 24/7 from any location with web access.