For Financial Advisors

Outsource your 401(k) department

The Better 401(k)™ system was designed by advisors, for advisors. Let us handle the complexity of plan administration while you focus on what you do best—serving your clients.

Your 401(k) Partner

Three pillars of support that let you serve more clients with less effort.

Expert Advice

We partner with you on custom-designed 401(k) plans tailored to each client's unique needs and goals. Our team brings deep retirement plan expertise to complement your advisory practice.

Dedicated Support

We handle the attention and oversight required for 401(k) setup and ongoing maintenance. Your clients get white-glove service while you focus on growing your practice.

Better Protection

We ensure compliance awareness and fiduciary responsibility are front and center, helping mitigate liability concerns for both you and your clients.

Why advisors choose FiduciaryShield

Our platform gives you the tools and support to offer institutional-quality retirement plans to clients of any size, without the administrative overhead.

Scale your 401(k) services without adding staff
Offload administrative complexity and compliance burden
Provide institutional-quality plan design to any size client
Reduce your E&O exposure with fiduciary support
Access low-cost index funds and managed portfolios
Offer private 1-on-1 investment consulting to participants
24/7 online fiduciary vault for client transparency
White-label partnership options available

Getting Started

Partnering with FiduciaryShield is simple and straightforward.

01

Schedule a Call

We start with a conversation about your practice and how we can support your current or future 401(k) clients.

02

Build a Strategy

Together, we develop a strategic partnership aligned with your business needs and client objectives.

03

Design the Plan

Our expert team creates custom 401(k) plan designs with full guidance, administration, and fiduciary support.

It's time your business experiences The Better 401(k)™

Join the growing network of financial advisors who trust FiduciaryShield to manage their clients' retirement plans.