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Office:

866-338-0097

mmontgomery@fidelisfiduciary.com

Tampa Office

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

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

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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.

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Fidelis Fiduciary Management

Office:

866-338-0097

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

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