We offer two primary service agreements that give you the flexibility to choose the level of service that’s appropriate for your company.
1.) FiduciaryShield 401(k): Named Administrative Fiduciary
We provide the following services for you:
- Plan Selection and Design
- Ongoing Plan Administration
- Compliance Plan Review
- Online Fiduciary Vault™
- On-Demand Reports
- Work with your Advisor and CPA
- Ongoing Compliance Monitoring
2.) FiduciaryShield Consulting: This service is great for business owners considering a new company retirement plan or seeking an analysis of your current offering. This service includes plan selection as well as plan benchmarking, comparison and review.
Plan Selection: There are many options available for business-sponsored retirement plans. While doing your evaluation, you will hear terms like:
- Profit Sharing
- New Comparability
- Safe Harbor
- SEP IRA
- SIMPLE IRA
- And more!
Part of our Consulting Service – Plan Benchmarking, Comparison, and Review: These reports are designed to help you meet your fiduciary duty as a plan sponsor. Digital copies of your reports are maintained in your secure online Fiduciary Vault™, so you’re always ready for an audit.
These reports include:
- Plan Design and Structure Review
- Plan Fund Analysis
- Fee and Cost Comparison (vs. at least three other record keepers)
Not sure which service you need?
Contact us today for a no-cost evaluation and proposal!