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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Even low inflation rates over an extended period of time can impact your finances in retirement.
It's important to understand how inflation is reported and how it can affect investments.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Knowing the rules may help you decide when to start benefits.
Being healthy not only makes you feel good, it may also help you financially.
Term insurance is the simplest form of life insurance. Here's how it works.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations?
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.