As a QPAM, the Bank represents an ERISA plan by taking fiduciary responsibility with respect to its transactions or investments. We provide transaction advisory and investment management services, so trustees can be reassured that an independent fiduciary is monitoring a plan’s transactions and investments. As a QPAM, we uphold ERISA fiduciary standards to protect plan participants and beneficiaries, eliminate self-dealing, and ensure “arms-length” transactions.
This summary has been provided on a confidential basis for discussion purposes only and does not constitute an offer to provide any services. A complete description of services will be set forth in the Investment Management Agreement. The information contained herein is not complete and may change at any time without notice. Amalgamated Bank does not have any responsibility to update the presentation to account for such changes. Amalgamated Bank makes no representation or warranty, express or implied, with respect to the accuracy, reasonableness or completeness of any of the information contained herein. The information contained herein is not intended to provide, and should not be relied upon for, accounting, legal or tax advice or investment recommendations.