At Fiduciary Plan Advisors, our services are designed to align with your goals, needs and vision for your plan.
Our service offering includes:
• Fee and service benchmarking • Investment consulting delivered as an ERISA Section 3(21) or 3(38) fiduciary advisor • Financial Wellness: Help Identify, develop and implement education strategies that best aligns with your needs. • Participant investment advice • Plan design consulting • Plan governance and compliance • Vendor management and contract negotiations • Fiduciary Training for Plan Committee members • Communications: design custom communications to help plan sponsors with rolling out a new program or to engage participants around a specific topic • Online Request for Proposal Searches for Recordkeepers, custodians, trustees or 3rd party financial wellness providers. • Outsourced CIO searches for Endowments, foundations and other pools of corporate assets. • Pension Investment Manager Searches: assist plan sponsors in either benchmarking their existing pension plan partners or conduct a RFP to help identify new ones