Comprehensive Fiduciary Consulting & Outsourcing

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

What services do you provide?

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 and using industry-leading tools and innovative methodologies, we focus on helping you solve today’s problems while staying ahead of the curve on tomorrow’s issues. Services such as fiduciary training, vendor selection, and fee consulting can be provided on a one-off basis. Have questions or want to explore your possibilities? Contact us to schedule a short discovery call.

Outsourced Committee Chair/Member Appointments

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

IPS development and investment monitoring

We help you develop your investment policy statement (IPS) and monitor .

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.

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.

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.

Fiduciary Decision-Making Documentation

We work closely with you to analyze, formally document, and retain fiduciary decisions.

Fiduciary training

We provide comprehensive fiduciary training for your committee with a focus on real-world issues and insights using our proprietary Fiduciary U™ curriculum developed in collaboration with Fred Reish, one of the country's leading ERISA attorneys.

Vendor management, search, and selection

We run the RFP process  to help you select the right recordkeeper and/or advisor for your plan. Post-sale, we help hold your vendors accountable to ensure they are keeping their promises and following through on their commitments so you don't have to.

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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.

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