Full-service Consulting

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