Independent Fiduciary Services for 401(k) and 403(b) Plans
Federal law requires plan sponsors to take fiduciary responsibility for their company’s retirement plan. This demands a level of investment expertise and a time commitment that most employers don’t have.
Fortunately, plan sponsors are permitted to hire independent experts to assist in the critical role of investment fiduciary. Partnering with a professional fiduciary can help manage the responsibility for investment oversight, simplify plan management and help reduce your workload.
When you hire Fidelis Fiduciary Management, an independent provider of investment fiduciary services, your life is simpler. You gain the confidence that comes from knowing you have credentialed investment fiduciaries who are not tied to any single service provider, and an up-to-date, customized investment menu.
Fidelis works closely with plan advisors who prefer to partner with an outside fiduciary. We stay in close communication with advisors and value their input.
Explore our site to learn how we can help in your quest to share the investment risks that come with running a retirement plan.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
To choose a plan, it’s important to ask yourself four key questions.
The true cost of raising a child may be far more than you expect.
Being healthy not only makes you feel good, it may also help you financially.
Five strategies for managing your student debt.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.