401 (k) News
Companies both Large and small usually offer 401(k) plans as an added benefit for their employees. Benefits like these are a great way to not only attract top talent but retain them as well. Many small business owners who are mapping out their future and planning for retirement participate in this plan. This allows them […]
If anything is ever remembered for 401(k) plans, it is that any decision ever made must be for the benefit of the participant. This is very important because this is what drives the success of the plan, as well as reduces the risk for the plan sponsor. A company 401(k) plan is great! It’s a […]
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 […]
A solid retirement plan is THE most valuable employee benefit available. It’s to help take care of your most valuable asset – your employees. Offering a 401(k) shouldn’t be a liability and time-consuming burden. Earlier this month, the House Committee unanimously approved a new retirement bill. This bill will make it easier for small businesses […]
As a 401(k) plan sponsor, you must be proactive while maintaining benefits for you and your employees. Why? When you are proactive in dealing with a plan, you are less likely to have plan errors and threats of litigations. Think of it as getting a vaccination. By being proactive, you are protecting yourself from failure. […]
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 […]
We’re a month into the New Year…it’s time to bring your “save money” resolutions to the next step and FiduciaryShield is here to help! We simplify the 401k process and save you money with no catch! Your best assets are yourself and your employees. We are motivated by a belief to take care of both. […]