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
    • Upcoming Events
    • Contact Us
    • Client Portal
    • Blog
  • Home
  • About Us
    • The Who, What and Why
    • The Details
    • Financial Wellness
    • Wealth Management
    • Financial Planning
  • Knowledge Center
  • Upcoming Events
  • Contact Us
  • Client Portal
  • Blog

Downloads (for Employers)

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

Sample Investment Review (pdf)Download
Sample Target Date Fund Fit Analysis (pdf)Download
Sample Stable Value Analyzer (pdf)Download
2023 Compliance Calendar (pdf)Download
Q4 2022 Market Review (pdf)Download
January 2023 Retirement Times (pdf)Download
Q4 2022 Fiduciary Hot Topics (pdf)Download
Employer Education Module - Fiduciary Duties and Responsibilities (pdf)Download
Employer Education Module - Timely Deposit of Deferrals (pdf)Download

Downloads (for Investors and Savers)

Some of our recent education handouts...

Time in the Market vs. Timing the Market (pdf)Download
What You Need to Know About The SECURE Act 2.0 (pdf)Download
4 Benefits of a Roth IRA (pdf)Download
2023 Retirement Plan Limits (pdf)Download
Beneficiary Designations (pdf)Download
Key Dates as You Approach Retirement (pdf)Download
Planning Financial Futures (pdf)Download
Time for a Financial Check Up (pdf)Download
What is Roth and What Does it Mean for Me (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 2023 Retirement Plan Limits

IRS Announces 2023 Retirement Plan Limits

Tips to Evaluating Target Date Retirement Funds

https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-401k-and-profit-sharing-plan-contribution-limits

Retirement Plan Correction Programs

IRS Announces 2023 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 2023 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. 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. © 2023 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Legal Disclosures.


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