Fiduciary Services

"The key to determining whether an individual or entity is a fiduciary is whether they are exercising discretion or control over the plan." - DOL.

Our firm's existence was the result of the Plan Sponsor's need to not only understand their role as a fiduciary to their retirement plan, but to share that role with a firm that specializes in all the compliance it entails.

We supply this service through:

» Unbiased mutual fund investment selection with over 10,000 funds to choose from coupled with an innovative selection and monitoring process.
» Ability to be a 3(21) Co-Fiduciary or a 3(38) Fiduciary depending on the client's needs.
» Innovative technology and systems offering complete transparency and accuracy of all sources of plan revenue.

Affiliated Funds Bias Affects Participants Accounts

Employers Recognizing Need for Financial Education

Survey Shows Many Don't Save

Promote Financial Literacy

Copyright © 2011 Fund Direct Advisors | PO Box 20426 | Greensboro, NC 27401 | Phone: 888-339-5080