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!
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:
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.
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.
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.
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.
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!
Our team of experts will put together a custom built plan for you and your business to maximize your savings and decrease your workload.
After we put together a plan that works for you and accomplishes your goals, we launch! You can breathe easier knowing that you have experts at your side worrying about the details and shielding you from liability.
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. |
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.
Reach out today and let’s see how we can reduce your workload, the fees you pay, and your risk!
