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
