About Us
Retirement Plan Advisory Services
Retirement Plan Advisory Services
Retirement Plan Advisory Services
Holistic Support for Investment and Retirement Committees
Personal Services and Support
Retirement Plan Advisory Services
Retirement Plan Advisory Services
Guidance, Advice, Investment Solutions, and Financial Planning for Individuals
Other Specialties
Retirement Plan Advisory Services
Other Specialties
NQDC Plans, Executive Benefits, Financial Wellness, and HSAs
Why Employers Choose Us as Their Retirement Plan Advisor
Services to Retirement Plan Committees
Fiduciary Support
Target Date Fund and QDIA Consulting
Investment Analysis
Comprehensive and ongoing fiduciary guidance, training, and support to mitigate potential liabilities
Investment Analysis
Target Date Fund and QDIA Consulting
Investment Analysis
Proprietary fund ranking system that aims to enhance outcomes, manage risks, and reduce fiduciary exposure
Target Date Fund and QDIA Consulting
Target Date Fund and QDIA Consulting
Target Date Fund and QDIA Consulting
Advanced suitability process to identify a “best-fit” target date fund series and/or QDIA to help meet and document fiduciary obligations
Courageous Plan Design
Fee Benchmarking and Provider Search
Target Date Fund and QDIA Consulting
Plan design assessments and recommendations focused on enhancing participant retirement outcomes
Fee Benchmarking and Provider Search
Fee Benchmarking and Provider Search
Fee Benchmarking and Provider Search
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage
Employee Engagement
Fee Benchmarking and Provider Search
Fee Benchmarking and Provider Search
Customized plan participant content structured to help optimize outcomes and increase financial wellness
Other Core Services
Services to Employees and Individuals
Executive Benefit and Key Employee Insurances
Non-Qualified Deferred Compensation Programs
- IRA Rollover and Wealth Management Solutions
- Investment Advice and Portfolio Management
- Financial Planning
Non-Qualified Deferred Compensation Programs
Executive Benefit and Key Employee Insurances
Non-Qualified Deferred Compensation Programs
- Provides executives and highly compensated employees a vehicle for deferring income taxes
- Helps employers recruit, reward, and retain their best talent
- Restores deferral opportunities limited by IRS and ERISA restrictions
Executive Benefit and Key Employee Insurances
Executive Benefit and Key Employee Insurances
Executive Benefit and Key Employee Insurances
- We support employers with everything from Corporate Owned Life Insurance (COLI), Split Dollar Programs, Key Person Insurance, Bank Owned Life Insurance (BOLI), Buy Sell and Bonus Programs, to Disability Insurance, and Long Term Care Insurance
Financial Wellness Programs
Start-Up 401(k) and 403(b) Plans
Executive Benefit and Key Employee Insurances
- Creating behavior change in employees through financial education, tools, and resources
Health Saving Account Solutions
Start-Up 401(k) and 403(b) Plans
Start-Up 401(k) and 403(b) Plans
- An unbundled option allowing for investment menu customization, holistic defined contribution plan design, and better retirement outcomes for employees
Start-Up 401(k) and 403(b) Plans
Start-Up 401(k) and 403(b) Plans
Start-Up 401(k) and 403(b) Plans
- Looking to set-up a new plan? We can assist employers in adding this valuable employee benefit
Our Credentials
Certified 401(k) Professional
Certified Plan Fiduciary Adviser
Accredited Investment Fiduciary
Accredited Investment Fiduciary
Certified Plan Fiduciary Adviser
Accredited Investment Fiduciary
Certified Plan Fiduciary Adviser
Certified Plan Fiduciary Adviser
Certified Plan Fiduciary Adviser
Recognitions
2020 & 2019
2023, 2022, 2021, 2020, 2019 & 2017
2023, 2022, 2021, 2020, 2019 & 2017
2023, 2022, 2021, 2020, 2019 & 2017
2023, 2022, 2021, 2020, 2019 & 2017
2023, 2022, 2021, 2020, 2019 & 2017
2021 & 2022
2023, 2022, 2021, 2020, 2019 & 2017
2021 & 2022
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. © 2024 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Legal Disclosures.
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