The Trustee Empowerment Engagement

The Power You’ve Always Needed — Now in Your Hands

You’ve always had the responsibility. Now you have the power.

The Trustee Empowerment Engagement is a groundbreaking investment advisory service from Trustee Empowerment & Protection, Inc. (TEPI) — built for plan sponsors and trustees who want to fulfill their legal fiduciary duties with confidence, clarity, and complete independence.

It’s cloud-based. It’s interactive. And it’s available to you 24/7.

You’re Accountable. But Until Now, You’ve Been Powerless.

As a plan sponsor or trustee, you’re legally responsible for the investment options inside your 401(k) or 403(b) plan — even if you have an advisor.

But here’s the truth:
Most fiduciaries don’t have the tools to monitor those choices, compare them to alternatives, or even verify the quality of their advisor’s recommendations. That leaves you exposed to:

Underperforming investments

Undetected conflicts of interest

Fiduciary liability and personal lawsuits

Economic harm to your plan’s participants

You need a better way to protect yourself — and your people.

A Smarter, Safer, More Empowered Way to Manage Your Plan

The Trustee Empowerment Engagement puts powerful decision-support technology directly in your hands — finally giving you the insight, independence, and clarity you’ve been missing.

What You’ll Gain:

Independent verification of your advisor’s recommendations
The ability to spot and remove underperforming investment options
A legal defense against claims of fiduciary imprudence
Better outcomes for your plan participants

No more guesswork. No more blind trust. Just data-backed, confident oversight.

Built for Plans of Every Size

Whether your plan is small or large, the risks are real — and this service is designed for both:

Small & Midsize Plans

No advisor? No problem. We give you the tools and training to evaluate your plan’s investments yourself.

Larger Plans with Advisors

Even with an advisor, you’re required by law to oversee their work. Our service lets you do that — effectively and effortlessly.

“The courts have ruled: relying on an advisor isn’t enough. You must have a way to justify your reliance. This is that way.”

What’s Included in the Trustee Empowerment Engagement

For a full 12 months, you’ll receive:

24/7 Access to the ProRRT℠ Tool

Licensed from Decision Technologies Corporation, the Professional RapidReview Tool℠ uses patented technology to rank your investment options — not just against benchmarks, but against every available mutual fund and ETF in each asset class.

This level of insight has never been available directly to trustees — until now.

Personalized Training

We’ll guide you through selecting and weighting up to 48 performance factors to evaluate your investments — your way. The training is recorded so you can refer back at any time.

Ongoing Advice and Support

Get Q&A sessions and expert guidance when preparing for advisor meetings or reviewing investment decisions.

Pricing & Plan Options

Annual Fee: $5,000

Includes everything:

• The ProRRT℠ license ($2,999 value)
• Full access, training, and coaching
• Billed quaterly at $1250/3 mos.

Bonus: This fee doesn’t have to come out of your company’s pocket — it can be paid directly from your plan as a legitimate investment advisory expense.