Nationally Recognized for Excellence in Retirement Consulting

Impact Awards logoWe 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 to serving them.

Why FIA Was Selected

 

“It is an honor to be recognized by Charles Schwab for this national award. It is a testament to the hard work of all FIA employees, who work tirelessly on behalf of our clients.”

– Mark Wetzel, FIA President

FIA has led the way in retirement planning since 2006 and continues to develop innovative and customized solutions to help our clients manage their assets. For example, FIA pioneered the creation of the Fiduciary Trail®, which helps employers adhere to a sound Fiduciary Governance process that can result in comprehensive plan management and better participant outcomes in retirement.

“The Fiduciary Trail® and our Fiduciary Governance Calendar give employers a proactive approach to addressing the key areas to retirement plan health and participant outcomes,” notes Ryan Gardner, Managing Partner and Head of FIA’s Defined Contribution Group.

About the IMPACT Awards®

The IMPACT Awards, established by Charles Schwab & Co., Inc., honors advisors and firms that have advanced the industry through their visionary leadership, operational excellence, and innovative use of technology. Awards are given in four main categories.

Nominations for Best-in-Retirement Business IMPACT Award™ are evaluated based on:

  • Leadership in the retirement industry
  • Extraordinary work that has contributed to serving the industry, plan sponsors, participants or their communities
  • Competence and integrity in retirement
  • Elevating business management to new standards of excellence and achievement of exceptional business results
  • Use of integrated technology to extend reach and provide efficiency with the firm and for clients.

The IMPACT Awards are judged by a distinguished panel of leaders from across the financial services industry.

Receiving the Award


On October 30, 2018, FIA received the award on the main stage at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of independent advisors. The ceremony was held in Washington, D.C.

Giving Back to Our Community

Winners of each award category are recognized at the prestigious Awards Ceremony, where they received a trophy and a $15,000 donation to a charitable organization of the winner’s choice.

FIA has selected $7,500 to go to YMCA of Greater Hartford and $7,500 to go to the Boys and Girls Clubs of Boston.

  

“We are pleased to give back to these two nonprofit clients, both of which have critical missions creating safe and caring environments for children and families, so that they can reach their full potential and go on to become responsible citizens and leaders. We value these organizations as clients and partners and believe their work to be necessary to the communities where our employees live and work.”
– Mike Goss, Executive Vice President

Visit the IMPACT Award page on the Charles Schwab website ›

Fiduciary Investment Advisors is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award® is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The Boys and Girls Clubs of Boston and Greater Hartford YMCA are not affiliated with or employed by Schwab. This is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.