Category: Uncategorized

Life Goals: Where does Retirement Fall on your List?

When you think of your life goals, retirement should be high on your list… and it shouldn’t be a scary thought. Comfortable retirement can be achieved it just takes a little planning and FiduciaryShield is here to help you do just that. As a business owner, how much time do you really have to read […]

Your Payroll Provider and 401(k) Provider Should NOT Be The Same!

Convenience shouldn’t be the reason why a 401(k) plan is administered by your payroll provider. Some payroll companies have created 401(k) departments as a way to increase revenue. However, it’s never a good idea for the plan sponsor to combine these services. Why? Hidden costs, lack of flexibility, and compliance. There are some great payroll […]

Save Time, Headaches & Increase Revenue with FiduciaryShield.

Dear Advisor,   At FiduciaryShield, we simplify the 401k process and take responsibility for the items you’re legally required to send out like Enrollment Kits, Automatic Contribution Notices, Summary Annual Reports, and more. Our team designs a custom retirement plan focused on your unique needs. We save you TIME: You won’t have to field the […]

Which FiduciaryShield Service is Right for You?

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 Implementation Ongoing Plan Administration Compliance Plan Review Online Fiduciary Vault™ On-Demand Reports Work with your Advisor […]

For Advisor Partners:

Designed by advisors – for advisors. We’ve been in your shoes, so we “get it.” FiduciaryShield is committed to helping advisors nationwide generate additional revenue for their business, without the unnecessary risks. Our retirement plan solutions are customized for your clients, while reducing your liability. We partner with your advisory firm to provide retirement plan […]