Fiduciary Plan Advisors is a team of experienced plan practitioners that leverage their knowledge to help plan sponsors manage their retirement plans, drive results and support efficient plan operations.

We help you navigate with our experience

We understand the challenges you face and have developed a service model to address them. We deliver full-service consulting on all types of employer-sponsored retirement plans. Whether you need the support and protection of a fiduciary partner, or want to improve retirement outcomes for your employees, our advice provides you with an unobstructed view of your plan. It is our honor and privilege to help our clients create a retirement program that will help position employees to build adequate savings and retire with dignity.

Our areas of focus include:
  • Plan governance and compliance
  • Investment consulting delivered as an ERISA Section 3(21) or 3(38) fiduciary advisor
  • Employee education and financial wellness programs
  • Fee and service benchmarking
  • Vendor management and contract negotiations
  • Plan design consulting