All fiduciaries leave a governance trail. Our job is to help make it a strong one.
FIA thoroughly documents the rationale for arriving at each decision made, creating an evidence trail that validates the decision-making process while justifying the conclusions reached.
FIA applies a disciplined approach to help you address a comprehensive list of governance topics over the course of a year that are relevant to your specific plan type, be it a defined contribution plan, a traditional pension plan, an endowment, or a foundation.
Windsor, CT – November 12, 2018 – Fiduciary Investment Advisors, LLC (“FIA”), has hired Kate Pizzi, CFA, ASA, as a Senior Consultant. She has more than 19 years of experience serving the investment advisory and actuarial needs of both public and private clients. “We are thrilled to have Kate joining FIA,” said Mark Wetzel, President […]
We are pleased to announce that Fiduciary Investment Advisors has been recognized by Schwab Advisor Services with the 2018 Best-in-Retirement Business IMPACT Award™ The Best-in-Retirement Business IMPACT Award™ honors an independent record keeper or advisor that focuses on retirement plans, understands the unique needs of plan sponsors and/or participants, and has developed an innovative approach […]
MLPs in Unrestricted Brokerage Windows Cause Complications for Plan Sponsors
Over the past decade, defined contribution plans have trended towards simplification in fund menu design. Plan sponsors have moved towards core investment offerings in stock and bond funds, combined with a suite of target retirement date funds, leaving out more speculative asset classes.