Services

Fiduciary Financial Partners for Your Business or Non-profit

Does Your C-Suite Have a Chief Retirement Officer?

Chances are, no one in your organization is an expert in retirement plans, nor do they need to be. When you hire Fiduciary Financial Partners, we step into that role, becoming an extension of your team. We offer the experience & expertise to help your business or nonprofit navigate the complexities associated with retirement plans. We have the know-how and bandwidth to effectively manage your employer-sponsored retirement plan.

Retirement Plan Advisory & Consulting

We consult with owners, executives, directors and managers on the
installation and ongoing management of employer-sponsored
retirement plans. Fiduciary Financial Partners can help you:

    • Design the plan
    • Select service providers
    • Select prudent investments
    • Provide ongoing monitoring, operational support, plan governance
      support and audit support
    • Provide financial education and wellness to your team

Our rigorous fiduciary support process brings to small and mid-sized plans a level of service historically reserved for mega-plans.

An Extra Benefit:

Financial planning and consulting services for your key people
Offering financial planning as a fringe benefit to your executive/leadership team can set your company apart when top candidates are scarce. This service is available as an additional offering to organizations that hire us for retirement plan advisory and consulting.

Our 5-Step Process Ensures Alignment Between

Your Retirement Plan & Your Broader Organizational Goals
A SIMPLE, PRACTICAL APPROACH

Because no two clients have the same needs, we walk together through a process that enables us to learn and act upon your specific needs:

Discover

  • Get acquainted
  • ID organizational drivers
  • Confirm why you want a retirement plan
  • Set the course

Organize

  • Gather organization’s
    retirement data
  • Organize that data:
    • Complete program assessment
    • Plan documents

Create

Analyze data across five key points:

  • Retirement readiness
  • Plan administration
  • Costs
  • Investments
  • Service providers

Implement

  • Formalize plan
  • Adjust design as needed
  • Conduct added planning for conversion, education and enrollment

Execute

  • Manage plan on an ongoing basis
  • Schedule group and individual check-up meetings
  • Offer educational
    sessions

Discover

  • Get acquainted
  • ID organizational drivers
  • Confirm why you want a retirement plan
  • Set the course

Organize

  • Gather your organization’s
    retirement data
  • Organize that data:
    • Complete program assessment
    • Plan documents

Create

Analyze data across five key points:

  • Retirement readiness
  • Plan administration
  • Costs
  • Investments
  • Service providers

Implement

  • Formalize plan
  • Adjust design as needed
  • Do added planning for conversion, education and enrollment

Execute

  • Manage plan on an ongoing basis
  • Schedule regular
    update meetings – group and individual
  • Offer educational
    sessions

Helpful Financial Tools for You and Your Employees

TRACK INDIVIDUAL PLAN PROGRESS AND PERSONAL GOALS

If you’re ready to improve your financial life, don’t wait.

How We Charge

FOR BUSINESSES/NON-PROFITS

Financial planning and consulting
services for your key people

Fee $300 per hour

Retirement Plan Advisory and Consulting*

Tier Level

Plan Size

Annual %

Tier 1

First $500,000

1.00%

Tier 2

Next $500,000

0.35%

Tier 3

Next $1,000,000

0.30%

Tier 4

Next $2,000,000

0.25%

Tier 5

Next $2,000,000

0.20%

Tier 6

Next $4,000,000

0.15%

Tier 7

Next $5,000,000

0.10%

Tier 8

Over $15,000,000

0.05%

*Subject to a $5,000 Minimum Fee