FiduciaryShield was created for advisors, by advisors. We’ve been in your shoes, so we “get it.”
Offering retirement plans is a great way to grow your book of business and expand the relationship with your business-owner clients. Ensuring your clients have a quality retirement plan in place helps them build up a larger nest egg while helping you increase your assets under management.
Unfortunately, company retirement plans are so heavily regulated that managing them can become a liability. You may find you need to hire more employees to handle the administration, making these plans far less cost-effective than other account types.
At FiduciaryShield, we are committed to helping advisors across the country create an additional revenue stream for their practices, without taking on unnecessary risks. We provide retirement plan solutions for your clients while helping you avoid excess liability or added costs. We handle the administrative duties for you, help you document best-interest rollovers, and even provide you with the marketing materials you need to ensure success.