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.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the value of a home warranty.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A four-step framework for building a personal legacy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.