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

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

The Details

Investment Analysis and Target Date Fund Evaluation

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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

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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 Training

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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

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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

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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

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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