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Our Services

We offer two primary service agreements that give you the flexibility to choose the level of assistance that’s right for your company.

FiduciaryShield 401(k)

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
  • Implementation
  • Ongoing Administration
  • Annual Plan Review
  • Online Fiduciary Vault™
  • On-Demand Reports

FiduciaryShield Consulting

  • Service Provider Compliance
  • Plan Benchmarking
  • Plan Design

Not sure which service you need?
Contact us today for a no-cost evaluation and proposal.

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Fiduciary Shield

Fiduciary Shield