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Archive by Category "Uncategorized"

HomeArchive by Category "Uncategorized"

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 […]

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 […]

Plan Sponsors have very important duties,  and it centers around ALWAYS putting the best interest of participants and beneficiaries first. There are three important duties a Plan Sponsor should follow: first avoid any potential, existing, or perceived conflicts of interest, second showing a documented process as to why the service providers were chosen and third […]

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 questions. […]

Having a 401(k) is a necessity and FiduciaryShield is here to make it simple for you. Below are three of the many services we can handle for you. Business owners need to know the laws and regulations surrounding their business. Having employees creates another set of regulations to know and follow. Providing a retirement plan […]

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 […]

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 […]

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Fiduciary Shield

Fiduciary Shield