New to site?


Login

Lost password? (close)

Already have an account?


Signup

(close)

Save Time, Headaches & Increase Revenue with FiduciaryShield.

HomeUncategorizedSave Time, Headaches & Increase Revenue with FiduciaryShield.
11
Apr
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 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.

Sincerely,

FiduciaryShield

The BETTER 401k


Related Posts
Do NOT follow this link or you will be banned from the site!
Fiduciary Shield

Fiduciary Shield