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.
- No more phone calls or answering emails.
- No more speaking with the payroll company, TPA, etc.
We increase your REVENUE:
- By spending less time on the plan, it allows you to bring on more plans like private wealth clients, etc.
- You don’t have to hire someone to handle your plans, we do that for you.
We save you HEADACHES:
- We administer the plan and ensure compliance.
- We keep things simple and easy to understand as well as provide behind the scenes work.
- Stay up-to-date on all of the changing, complex rules and regulations.
These are just a few of the many services FiduciaryShield provides for you. Click here to see the drastic comparative list of your duties before and after partnering with us.
The BETTER 401k