Why Choose FiduciaryShield?

FiduciaryShield was built from the ground up to fix the broken and outdated 401(k) model. Our team will first collaborate with you on designing a plan best suited for your client, and then provide ongoing administration and compliance support.

Too often, investment options are confusing and inappropriate. Plans have unexpected and costly fees,and plan administration brings countless hours of extra work.  Your company is forced to shoulder most, if not all, of the risk. But your 401(k) doesn’t have to be like that – with FiduciaryShield, THE BETTER 401(k).

Why should you partner with us?

We save you time and money (and headaches) on fulfillment services. We take responsibility for the items your client is legally required to send out, like Enrollment Kits, Automatic Contribution Notices, Summary Annual Reports and more. We take the time to listen and understand what’s important to you. We will design a plan around what you want it to accomplish.

We custom design every. single. plan.

Why what we do WORKS…

BETTER Plan Design:

We take the time to understand your clients and build around their needs, and address important issues including eligibility, compensation, contributions, vesting, distributions, and loans. Whether you need a 401(k), profit sharing plan, cash balance pension account, or a combination of plans (or whether all of these terms leave your head swimming), our streamlined process will help you choose the perfect options to assist your client’s goals.

BETTER Fee Structure:

FiduciaryShield plans use cost-effective institutional pricing. There are different levels of fees when it comes to institutional pricing. Some brokers are paid on commission so the product will cost more to compensate. Others are paid on a percentage of assets and receive a bill. We’re completely objective and our pricing structure is 100 percent transparent. We’re prudent in choosing the right investment fiduciary who provides the investment menu designed to give you the best opportunity to grow your retirement savings.

BETTER Fiduciary Protection:

FiduciaryShield is a fiduciary signed on the plan. As an ERISA (Employee Retirement Income Security Act) consulting firm, we handle the administrative duties, monitor your plan to ensure compliance, and keep you informed of any regulatory changes. We supervise your plan and help you close any compliance gaps so you can focus on doing the things you do best.

BETTER Administrative Support:

You have better things to do than spend hours on administering your client’s 401(k) each year. FiduciaryShield is the answer to the question you didn’t even know you had. Our knowledge and experience are exactly what you need to keep the plan running smoothly. We work closely with your recordkeeper and TPA, and handle the majority of your administrative workload.

BETTER Results:

FiduciaryShield plays a major role in coordinating the entire team. We work closely with all parties involved to ensure important tasks are completed correctly and on time. Working together, you can focus your talents to make sure your client stays on pace to meet their retirement goals.Visit https://fs401k.com/contact-us/ to contact us today!