Comprehensive Fiduciary Consulting & Financial Wellness

We design and deliver competitive retirement programs for organizations that want to manage risk and help their people retire with dignity.

Strategic Plan Management

We develop a multi-year strategic plan for your 401(k) or 403(b) plan, identifying key objectives and results to target so that you can measure our collective success.

Outsourced Committee Chair/Member Appointments

You can formally appoint us as your retirement committee chair to lead and train your committee and facilitate your fiduciary oversight process.

Fee analysis, benchmarking, and negotiation

We verify your plan fees are right-sized, transparent, and the marketplace is treating you and your people fairly. We negotiate on your behalf when fees are misaligned.

Employee Financial Wellness

We ensure your employees have access to the resources they need to improve financial wellness and financial well-being.

ERISA 3(21) and 3(38) Services

We serve as both an ERISA 3(21) and ERISA 3(38) fiduciary based on your organization's risk management goals and objectives.

Investment due diligence, selection, and monitoring

We help you develop your investment policy statement (IPS), optimize your fund lineup, select your qualified default investment alternative (QDIA) and provide quarterly updates.

Vendor management, search, and selection

We hold your vendors accountable to ensure they are keeping their promises and following through on their commitments so you don't have to.

Plan design consulting and implementation

We make sure your plan is aligned with evidence-based research and proven strategies to increase participation and deferral rates.

What services do you ptovide?

Offering a great retirement plan to your employees while navigating the rapidly-changing fiduciary landscape has never been more difficult. That’s why companies who want to provide retirement security to their people while gaining the confidence they’re on a solid fiduciary footing turn to us. Led by one of the retirement industry's most well-respected experts, industry-leading tools, and innovative methodologies that provide comprehensive fiduciary oversight, we focus on helping you solve today’s problems while staying ahead of the curve on tomorrow’s issues. Have questions or want to explore your possibilities? Contact us to schedule a short discovery call.

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FAQs

1

How do I learn more about working with FiduciaryWor(k)s?

Please click here and select "I'd like to work with you" from the dropdown. We will be in touch with you schedule a short discovery call.

2

My organization is conducting a search for a new plan advisor. How do I submit our request for proposal (RFP)?

We would be interested in participating in your RFP process. Please click here and select "Submit an RFP" from the dropdown. We will be in touch with you to discuss your process.