It's time to fix the broken outdated
401(k) model
When it comes to 401(k) solutions, one size doesn’t fit all. Our team works with business owners like you to make it easy to design a customized 401(k) plan that you can be confident in.
Let us do the work, so you can get back to yours!
TheProblem
As a good business owner, you either have a 401(k) or you know you should because of its tax savings and benefits. But it isn’t as simple as you might hope.
Most business owners don’t know where to begin with a 401(k) or if they have one aren’t confident they are leveraging it well:
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Most business owners don't know where to begin when setting up a 401(k)
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Are you maximizing tax benefits or leaving money on the table?
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Liability passes to the business owner, are you protected?
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Is your financial advisor doing enough?
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Don't have the time to research and plan
Custom Design
You need a solution that is designed for your business, not all businesses. We’ll work with you to create a custom plan that addresses your specific business needs.
Dedicated Support
You shouldn’t have to become an expert in your 401(k) to make a business decision. You’ll have access to your own team of knowledgeable experts every step of the way.
Reduced Risk
Our team works in your best interest to help shield you from liability while optimizing your tax savings. You won’t have to stress about risk while making your decisions.
You have enough to worry about.
A good business owner doesn’t have the time to run a business and to become an expert in 401(k) solutions.
This is why we built FiduciaryShield™. We are your go-to experts that you can trust with your 401(k). We do all the work (and take on all the liability), so you don’t have to.
HOW IT WORKS
Schedule a Call
We connect with you on a quick 20 min call to ask questions and learn about you and your business so we can figure out exactly what you need!
At FiduciaryShield™, we worry about your 401(k), so you don't have to
Our goal is to make your life easier as a business owner and to shield you from unnecessary liability.
Benefits
FiduciaryShield™
Most Plans
Dedicated Plan Fiduciary Administrator
Elimination of Brokers
Eliminating of Revenue Sharing
Elimination of 12b1 & Sub-TA fees
Low Cost Investment Menu
Fiduciary Protection for Business Owners
Investment Assistance for Plan Participants
Private Consulting for Plan Participants
Better Fees
Lower fees while reducing liability!
Little value for what you are paying.
FiduciaryShield™, The Better 401(k)™
We make your 401(k) easy and less risky!
Most business owners know what a 401(k) is (sort of), but so few have the time to really understand them. They know they are good, but don’t know where to start!
Some might call a financial advisor to help but chances are they aren’t really an expert either and don’t understand the risks. We provide you with REAL knowledgeable experts and dedicated support – NO 1-800 NUMBERS.
A 401(k) requires more oversight than people (even some financial advisors) realize and come with a ton of liability. If you are a business owner, offering a 401(k) right now you have more personal liability than you realize. Even if your financial advisor put it together, you are still liable!
But not with FiduciaryShield™, we put together custom plans and help shield you from unnecessary liability so you can breathe easy knowing you’re getting the best 401(k) with none of the unwanted liability.