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Why it works

At FiduciaryShield, we understand that there are many critical components of a good retirement plan. As a plan sponsor, you need the confidence of knowing each element of your plan has been optimized for peak performance. Here’s how we can help.

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Plan Design

Errors in plan design can cost you money. Improperly designed plans often cause business owners to miss out on opportunities for company-funded contributions, resulting in a major reduction of valuable potential tax savings.

The Better Solution

At FiduciaryShield, we take the time to understand your business and build a custom-tailored plan that fits your needs. Your plan will address important issues including eligibility, compensation, contributions, vesting, distributions, and loans.
Whether you need a 401(k), profit sharing plan, cash balance pension account, or a combination of plans, our streamlined process will help you choose the perfect options to accomplish your goals.

Fee Structure

High fees can drag down investment performance for both you and your employees. Even worse, you may be held liable for offering a plan with excessive fees. You must ensure you have a firm grasp of all fees, whether disclosed or hidden, and that you receive true value for the money you pay.

The Better Solution

FiduciaryShield plans use cost-effective institutional pricing. We’re completely objective and our pricing structure is 100 percent transparent. We’re diligent about choosing an optimal investment menu designed to give you the best opportunity to grow your retirement savings.

Fiduciary Protection

Many business owners don’t realize they are responsible for properly administering their 401(k) plans and choosing appropriate investment menus. Unfortunately, lack of knowledge doesn’t relieve you of your responsibilities and you can be held personally liable for plans that are out of compliance.

The Better Solution

FiduciaryShield is a fiduciary with you. As an ERISA consulting firm, we handle the administrative duties, monitor your plan to ensure compliance, and keep you informed of any regulatory changes. We supervise your plan and help you close any compliance gaps so you can focus on doing the things you do best.

Administrative Support

Maintaining a 401(k) plan requires a lot of administrative work. You must file paperwork, keep up on employees’ eligibility, vesting, and contribution processing, provide the proper disclosures and education, and process employee distributions, loans, and rollover requests.

The Better Solution

You have better things to do than spend hours on administration. FiduciaryShield is your answer. Our knowledge and experience are exactly what you need to keep your plan running smoothly. We work closely with your recordkeeper and TPA and take care of the majority of your administrative workload.

Results

Let’s face it, what really matters is the end result. You want a quality 401(k) plan that doesn’t take up too much of your time. You have no interest in spending countless hours coordinating with your recordkeeper, TPA, CPA, plan advisor, and investment fiduciary. You certainly don’t want to be faced with responsibilities that you may not even understand.

The Better Solution

FiduciaryShield plays a major role in coordinating your entire team. We work closely with all parties involved to ensure important tasks are completed correctly and on time. We can even collaborate with your investment advisor to help make sure you stay on pace towards meeting your retirement goals.

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Fiduciary Shield

Fiduciary Shield