Fiduciary Advisors, LLC
Fiduciary Advisors, LLC
  • 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)
  • 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)

Managing company retirement plans can be complex. Let our expertise help guide you!

The Details

Investment Analysis and Target Date Fund Evaluation

Investment Analysis and Target Date Fund Evaluation

Investment Analysis and Target Date Fund Evaluation

Selecting and overseeing the investments available in your plan entails a significant fiduciary duty, given its potential impact on a participant's retirement journey. Fiduciary Advisors offers impartial investment analysis to aid our clients in managing this crucial 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

Fiduciaries bear personal liability for assets within a company's retirement plan. It's essential for plan sponsors to collaborate with an independent firm that specializes in services designed to mitigate exposures faced as a fiduciary.

See Sample Committee Materials

Helping Employees and Participants

Our educational support is aimed at helping employees better prepare for their future retirements. Through evaluation of plan provisions, goal setting, and implementation of a comprehensive education program using various tools and resources, our approach is geared towards nurturing positive changes in employees' savings and investment behavior.

See Sample Education Handouts

Embracing Courageous Retirement Plan Design

Embracing Courageous Retirement Plan Design

 We acknowledge the significance of constructing a retirement plan that fosters successful outcomes for participants. A forward-thinking plan entails maximizing participants' potential for retirement income through Courageous Plan Design, such as incorporating automatic features and other progressive techniques.

Account Management and Ongoing Support

Embracing Courageous Retirement Plan Design

We strongly believe in the power of partnership. Our commitment goes beyond merely assisting our clients in establishing committees, investment policies, and ensuring compliance with administrative processes. We aspire to integrate seamlessly with a plan sponsor's team, dedicated to surpassing expectations at every turn.

We collaborate with our clients to tackle a range of challenges, such as: Ensuring compliance with retirement plan regulations; Fulfilling fiduciary obligations; Managing reasonable fees; Providing competitive fund options; and Equipping participants for timely retirement readiness.

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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