Fiduciary-Plus was created to partner with advisors as we strive to provide best in class services to plan sponsors and their plan participants. Fiduciary-Plus helps a business owner / plan committee manage fiduciary liability by engaging RPA to accept responsibility for investment decisions as an ERISA defined 3(21)* or 3(38) discretionary investment manager. But the services don’t stop there. Fiduciary-Plus also offers your clients: cost analysis with annual fee benchmarking, plan governance education webinars, and fiduciary vault to support storage of vital documentation.
*3(21) services offered with auto-execute
We aim high at being focused on building relationships with our clients and community. Using our creative gifts drives this foundation.
Working together on the daily requires each individual to let the greater good of the team's work surface above their own ego. It's important to stay detail oriented with every project we tackle. Staying focused allows us to turn every project we complete into something we love.
We strive to embrace and drive change in our industry which allows us to keep our clients relevant and ready to adapt. As creatives, it's important that we strive to do work outside of obligation. This lets us stay ahead of the curve for our clients and internal projects.
Understanding who you are and what you want is our strategy for your brand. We are always figuring out ways to capture your vision, so people can get on board.