Defined Contribution Services
A firm with a singular focus on providing prudent and customized retirement plan advice.
Knowing the advice you receive is in the best interest of your plan.
Confidence that you are meeting your fiduciary obligations and are improving participant outcomes.
Fiduciary Investment Advisors (FIA) was built upon one idea: delivering completely independent, objective advice, and backing that delivery with exemplary client service. FIA provides sponsors of defined contribution plans a comprehensive suite of services designed to assist with and enhance the fiduciary oversight of their retirement plans. We customize our recommendations for each plan, recognizing that each client has unique qualities and needs.
The results of the FIA process improves plan governance and participant outcomes. Documenting this process provides the plan sponsor with confidence in knowing they are meeting their obligations as a fiduciary. We call this creating The Fiduciary Trail®.
What Makes Us Different
100% Employee Owned.
No affiliations to distort our objectivity.
A legal obligation to place your interests first. No conflicts, no compromises, no outside influences.
Decades of defined contribution experience with the singular focus of developing truly customized solutions to help meet the needs of each unique client.
We are compensated solely for our advice. No compensation is contingent upon the purchase or sale of financial products.
We leverage our Manager Research team to identify appropriate plan investments and uncover capital market intelligence relevant to plan fiduciaries.
Our Defined Contribution Plan Services include:
- 3(21) & 3(38) Fiduciary Services
- Fiduciary Oversight & Governance Process Management
- Committee Charter and Investment Policy Statement Development & Review
- Investment Menu Design
- Investment Selection & Performance Monitoring
- Qualified Default Investment Alternative (QDIA) Selection & Review
- Environmental, Social and Governance (ESG) Investment Selection & Review
- Fee Analysis & Benchmarking
- Plan Design Benchmarking
- Recordkeeper Management
- Non-Qualified Plans