Retirement Plan Advising/Consulting

We have always believed every retirement plan is as unique as the firms we service. It is vital to first understand your objectives in order to better construct a customized plan design. Our goal is to ensure the fiduciary compliance of your retirement plan by helping you achieve your plan's investment objectives using our extensive knowledge and experience while maintaining complete transparency.

Fund Direct Advisors, Inc. Key Services:

» Create a customized Investment Policy Statement ensuring your investments stay on track.
» Create customized plan design and governance compliance.
» Reducing risk by organizing a Plan committee to help monitor progress and identify plan fiduciaries
» Create a tailored investment education program for your participants ensuring no participant is left behind.
» Full Fee Disclosure on a fee only basis.

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