Fidelis Fiduciary Management

Home NavigationMENU
  • Advisors 
    • Built for Advisors
    • Getting Started
    • Our Services
    • Fiduciary Fees
  • Employers 
    • Employers/Plan Sponsors
    • Our Services
    • Your Fiduciary Responsibility
    • Getting Started
  • Who We Are 
    • Executive Team
    • What is CEFEX®?
    • Print Brochures
  • Getting Started
  • In the News 
    • Plan Adviser
    • The Fiduciary Assessment of an Investment Advisor
    • Newsletters
  • Contact Us
  • Fiduciary Briefcase Login

Print Brochures


Fidelis ERISA 3(38) and 3(21) Fiduciary Brochure

         
Fidelis Solutions Summary

 
 

Have A Question?









Thank you! Oops!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.

Follow Us on Facebook
Find Us on LinkedIn
Join Us on Twitter
  • Home
  • Advisors
  • Employers
  • Getting Started
  • In The News
  • Contact Us
  • Resources
  • Phone: 866.338.0097  •  info@fidelisfiduciary.com

Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Contact

Fidelis Fiduciary Management
Office: 866-338-0097

14502 N. Dale Mabry Highway
Suite 328
Tampa, FL 33618

Send an Email

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations