Fiduciary Advisors, LLC
Fiduciary Advisors, LLC
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  • More
    • Home
    • About Us
      • The Who, What and Why
      • The Details
      • Financial Wellness
      • Wealth Management
      • Financial Planning
    • Knowledge Center
    • Blog & Vlog
    • Contact Us
    • Upcoming Events
    • Client Portal
    • Client Portal (FP & WM)
  • Home
  • About Us
    • The Who, What and Why
    • The Details
    • Financial Wellness
    • Wealth Management
    • Financial Planning
  • Knowledge Center
  • Blog & Vlog
  • Contact Us
  • Upcoming Events
  • Client Portal
  • Client Portal (FP & WM)

Educational Videos

The Ultimate Guide to Tax Savings

Maximize Your Employer Match

How Much Do You Know About Target Date Funds?

401(k), 403(b), and IRA Contribution Limits for 2025

Estimating Your Financial Needs for Retirement

Navigating Health Savings: Your HSA Guide

It's Time for a Financial Check-Up

Strategies for Maximizing Workplace Retirement Benefits

Beneficiary Designations: Who Will Get Your Money?

7 Tips to Prepare You for Retirement

Employer Matching: How to Make the Most of Your Plan

Roth vs. Traditional Contributions: What’s the Difference?

Downloads (for Investors and Savers)

Some of our recent education handouts...

2025 Retirement Plan Contribution Limits (jpg)Download
Time in the Market vs. Timing the Market (pdf)Download
What You Need to Know About The SECURE Act 2.0 (pdf)Download
Key Dates as You Approach Retirement (pdf)Download

Downloads (for Employers)

Some of what we share with employers, committees, and plan fiduciaries...

Sample Investment Review (pdf)Download
Sample Target Date Fund Analysis (pdf)Download
Sample Target Date Fund Fit Analysis (pdf)Download
Sample Stable Value Analyzer (pdf)Download
2025 Compliance Calendar (pdf)Download
Q4 2024 Market Review (pdf)Download
Employer Education Module - Fiduciary Duties and Responsibilities (pdf)Download
Employer Education Module - Timely Deposit of Deferrals (pdf)Download

Helpful Links

IRS 401(k) Compliance Checklist

DOL Employee Benefits Enforcement Administration

DOL Employee Benefits Enforcement Administration

http://www.irs.gov/pub/irs-pdf/p4531.pdf

DOL Employee Benefits Enforcement Administration

DOL Employee Benefits Enforcement Administration

DOL Employee Benefits Enforcement Administration

https://www.dol.gov/agencies/ebsa


Tips to Evaluating Target Date Retirement Funds

DOL Employee Benefits Enforcement Administration

Tips to Evaluating Target Date Retirement Funds

https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/fact-sheets/target-date-retirement-funds.pdf

IRS Announces 2025 Retirement Plan Limits

IRS Announces 2025 Retirement Plan Limits

Tips to Evaluating Target Date Retirement Funds

https://www.irs.gov/pub/irs-drop/n-24-80.pdf

Retirement Plan Correction Programs

IRS Announces 2025 Retirement Plan Limits

Understanding Your Retirement Plan Fees

https://www.dol.gov/agencies/ebsa/employers-and-advisers/plan-administration-and-compliance/correction-programs

Understanding Your Retirement Plan Fees

IRS Announces 2025 Retirement Plan Limits

Understanding Your Retirement Plan Fees

https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/publications/understanding-your-retirement-plan-fees

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fiduciary Advisors, LLC, Retirement Plan Advisory Group (RPAG), or any other entity referenced within our website or social media platforms. Kestra IS, Kestra AS, Fiduciary Advisors, LLC, and any affiliated companies, employees, or representatives do not provide tax or legal advice. CA Insurance License: 0E92296. Finra's BrokerCheck. Form CRS and Reg BI Disclosures. This website is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For any awards, honors, or accolades noted within this website, advisors did not pay a fee to be considered. Inclusion in these rankings is not indicative of the advisors' future performance. Any sample reporting shown on this website is for illustrative purposes only and does not represent past or future results; it is not an analysis of any specific plan or individual. Please consult your financial professional(s) for guidance on your specific situation. For additional information, please contact the compliance department of Kestra IS and Kestra AS at (844) 553-7872. If you have further questions or comments, please contact Fiduciary Advisors, LLC at (949) 851-6498 or email us at support@fiduciaryadvisors.biz. © 2025 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Legal Disclosures.


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