About Fiduciary-Plus

 

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.

Introduction to Fiduciary-Plus

Supporting company leaders

People Focus

Focus

We have a focus on retirement plans

People Focus

Serve

We serve clients as a fiduciary

People Focus

Team

We have an experienced service team

People Focus

Status

We acknowledge our fiduciary status in writing

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Partner

We partner with financial advisors

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National

We are a national firm with clients in all regions

How does it work?

Advisor Partners

To find out more on how we partner together to serve clients, we encourage you to attend our on demand webinar where we provide an overview of the services provided, address typical questions that we get, and give you the opportunity to ask questions throughout.

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Serving Clients - Advisor Resources

Role of a Local Advisor

Delivery of Expense Benchmarking

Fiduciary Vault


Advisory Fee Benchmarking

Coaching Video - 3 Steps for Plan Improvement

Three Industry Trends

Three Tips for Winning and Serving Clients

Videos best viewed using Google Chrome, Firefox, Microsoft Edge or Safari web browsers.

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