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
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
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
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
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
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
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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