We offer two primary service agreements that give you the flexibility to choose the level of assistance that’s right for your company.
Are you ready to outsource your fiduciary administrative duties? Let FiduciaryShield do the heavy lifting for you. This premier service includes:
- Plan Selection and Design
- Ongoing Administration
- Annual Plan Review
- Online Fiduciary Vault™
- On-Demand Reports
Perfect for business owners considering a new company retirement plan or seeking an analysis of your current offering. Consulting services include plan selection and plan benchmarking, comparison and review.
There are many options available for business-sponsored retirement plans. While doing your evaluation, you’ll hear terms like:
- Profit sharing
- New comparability
- Safe harbor
- SEP IRA
- SIMPLE IRA
- And more…
If this makes your head spin, don’t worry! We’ll evaluate your business and help you design a plan that’s perfect for your needs.
Plan Benchmarking, Comparison, and Review
FiduciaryShield’s plan benchmarking reports are designed to help you meet your fiduciary duty as a plan sponsor. These reports include:
- Plan Design and Structure Review
- Plan Fund Analysis
- Fee and Cost Comparison (vs. at least three other record keepers)
Digital copies of your reports are maintained in your secure Online Fiduciary Vault™, so you’re always ready for an audit.