Couple on a beach peacefully watching a sunset after a corporate retirement plan consultation from Fund Direct Advisors

Corporate Retirement Plan Consulting

Your Future. On the Right Path.

Fund Direct Advisors is your partner for providing corporate retirement plan solutions. Since 1999, our clients have benefited from the highest level of service, responsiveness and trust. From plan investment selection to participant education and everything in between, our goal is to make the entire process easy for everyone in your organization.

Fund Direct Advisors offers corporate plan sponsors guidance and clarity on every aspect of their retirement plan. Our knowledgeable and diversified team with 401(k) expertise provides a complete lineup of services designed to fully support you and your plan participants.

Our Corporate Retirement Plan Consulting Services

Fiduciary services

We are your 3(21) or 3(38) fiduciary partner, ensuring your plan functions in the best interest of your employees.


From crafting the RFP to evaluating responses, FDA will ensure you find the best record-keeper fit for your company and your retirement plan.

Drafting investment policy statements

Crucial in outlining the process & criteria for fund selection and monitoring.

Participant Enrollment & Education

Our dedicated enrollment and education team will effectively communicate your retirement plan benefit package with all employees. FDA also provides seminars and education events to help your employees better understand their retirement options and give them confidence in their future.

INVESTMENT selection and monitoring

As a private employee-owned firm with zero conflicts of interest, you can rest assured we have seek only the best performance and proper diversification for your plan.

Plan compliance (with ERISA consultants)

Our experienced ERISA consultants are an excellent resource for plan sponsors. We understand the federal and local rules governing retirement plans and work to implement compliance documentation effortlessly into your organization without disruptions.

Fee benchmarking

FDA provides annual 408(b)(2) reviews complete with a Fee Benchmarking Report comparing your plan costs with the average industry rates to make certain your costs are reasonable for the services provided.

Crafting committee minutes

Ensuring compliance, FDA will draft committee meeting minutes for both our fiduciary files.

Your Trusted, Local Source

We offer personalized service throughout the Southeast. Our tech-driven advisors and Employee Retirement Income Security Act (ERISA) consultants can help guide your plan to fit your goals and objectives.

More than 85% of our Corporate clients have been with Fund Direct Advisors for 10+ years.

Fund Direct Advisors service area map

Let us help you with your Corporate retirement plan.

Fund Direct Advisors offers corporate plan sponsors guidance and clarity on every aspect of their retirement plan.

Fund Direct Advisors, Inc. is a North Carolina corporation registered as an Investment Advisor with the Securities and Exchange Commission (SEC# 801-77794)