Fiduciary Services

3(21) or 3(38) Fiduciary Partner.

Drafting Investment Policy Statements

Let us draft your Plan IPS using the same software that is used to provide investment selection and monitoring. 

Conflict Free Mutual Fund Selection & Monitoring
FDA is a private employee-owned firm with zero conflicts of interest.
Crafting Committee Minutes

Let us draft your Retirement Plan Committee minutes for your fiduciary files.

Plan Compliance: In-house ERISA Attorneys

Our experienced ERISA attorneys are an excellent resource for our staff and our Plan Sponsors.  With the ability to provide plan design, documents, SPD's and amendments we are truly a complete resource.

Participant Enrollment & Education
Allow our dedicated enrollment/education team to effectively communicate your retirement plan benefit package.
Fee Benchmarking

Annual 408(b)(2) review complete with Fee Benchmarking Report. 

Plan Design
Our consultants and ERISA attorneys can help guide your plan to fit your goals and objectives.