Fiduciary Advisors, LLC
Fiduciary Advisors, LLC
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    • The Who, What and Why
    • The Details
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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

Employers face a variety of concerns in managing a company's retirement plan. WE CAN HELP!

The Details

Investment Analysis and Target Date Fund Evaluation

Investment Analysis and Target Date Fund Evaluation

Investment Analysis and Target Date Fund Evaluation

Choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task, as it can impact a participant’s retirement experience. Fiduciary Advisors provides independent investment analysis to assist our clients with this important responsibility

See Sample Analysis'

Fee, Service and Investment Benchmarking

Investment Analysis and Target Date Fund Evaluation

Investment Analysis and Target Date Fund Evaluation

Benchmarking plan provider services, investment opportunities and total plan fees can overwhelm even the most diligent plan sponsor. We shoulder the responsibility of a thorough market analysis, offering guidance and support throughout the process

Committee Support and Ongoing Fiduciary Training

Investment Analysis and Target Date Fund Evaluation

Committee Support and Ongoing Fiduciary Training

Fiduciaries have personal liability for assets in a company’s retirement plan. It is crucial that plan sponsors partner with an independent firm specializing in services that help reduce exposure to fiduciary liability

See Sample Committee Materials

Helping Employees and Participants

Embracing Courageous Retirement Plan Design

Committee Support and Ongoing Fiduciary Training

Fiduciary Advisors delivers proactive plan and participant consulting services to assist employees in preparing for their retirement. By engaging our clients in evaluating plan provisions for effectiveness, setting goals and creating a consistent education program, our process can promote a positive change in employees’ savings habits

See Sample Education Handouts

Embracing Courageous Retirement Plan Design

Embracing Courageous Retirement Plan Design

Embracing Courageous Retirement Plan Design

We understand that every plan sponsor should strive to construct a retirement plan that creates successful outcomes for participants. Each plan is different and the best design for one may be different for another. A courageous plan is one that maximizes participant retirement income potential through Courageous Plan Design. In a courageous plan, the difficult decisions that participants must face are simplified through automatic features, while still accommodating their specific preferences

Account Management and Ongoing Support

Embracing Courageous Retirement Plan Design

Embracing Courageous Retirement Plan Design

We believe in the value of partnership. Our support extends beyond helping our clients form committees, investment policies and compliant administrative processes. We strive to be an extension of a plan sponsor's team, focused on exceeding expectations

We work with our clients to address any number of issues, including: Complying with retirement plan regulations; Adhering to fiduciary responsibilities; Paying reasonable fees; Offering competitive funds; and Preparing participants to retire when you need them to retire.

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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