We reduce the costs, risks, and complexities in managing your company's 401(k) plan.

Get a Fee Analysis (No Cost or Obligation)

Avoid Unnecessary Fees

High Fees are guaranteed to lower investment returns. Our solution is to provide a low-cost menu of diversified funds.

Avoid Unnecessary Risk

Our Investment Philosophy avoids unnecessary fiduciary risk for employers and reduces investment risk for employees.

Ongoing Fiduciary Review

Our ongoing investment monitoring process helps avoid potential DOL and IRS audit issues.

Transparent Pricing

Zero markup, zero hidden fees.

Reduced Liability

Reduce your fiduciary liability as a plan sponsor.

Superior Service

Plan investment monitoring and oversight.

Employee Benefits

Employee education and financial guidance.

Independent

Conflict-free advice which benefits you & your employees.

Enhanced Options

Investment philosophy grounded in modern portfolio theory.

You Have Fiduciary Responsibility

You are probably not an investment expert, but the Department of Labor (DOL) doesn’t care. It holds you, as your company’s retirement account Plan Sponsor, personally accountable.

EDUCATION IS CRITICAL TO SUCCESS

Being a Fiduciary Means You Have a Big Responsibility

You might think that your big-name broker will bear fiduciary responsibility for your 401(k) plan, but read the fine print

Most of the known national retirement plan brokers don’t act as discretionary managers, and they specifically reject in writing their status as a Fiduciary under the Employee Retirement Income Security Act (ERISA) guidelines.

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Why Us?

The Department of Labor recommends that if you don't have the knowledge, experience, and skills, to manage your company's retirement plan then you need to hire someone who does. Fiduciary Retirement Services is your answer.
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