A turnkey, custom 401(k) system
We help business owners and financial advisors reduce the liability and workload of offering a 401(k) plan with a comprehensive, fully-managed solution.
What's Included
Every FiduciaryShield plan comes with comprehensive services built in.
Plan Administration
Maintaining smooth day-to-day operations of your 401(k) plan.
Participant Withdrawal Review
Ongoing asset monitoring and withdrawal oversight for compliance.
Customized Plan Design
Plans tailored specifically to your employer needs and goals.
24/7 Online Fiduciary Vault
Secure compliance access to all plan documents anytime, anywhere.
Signature-Ready Documentation
Pre-prepared documents for easy, streamlined processing.
Service Provider Due Diligence
Accountability measures to ensure all providers meet fiduciary standards.
For as low as 0.25% annually
Minimum charges and additional provider costs may apply.
Advanced Services
Beyond the basics, our platform provides comprehensive investment and fiduciary services to ensure your plan performs at its best.
Consulting Services
Need specialized guidance? We offer consulting across a range of retirement plan types and services.
The FiduciaryShield Difference
See how our model compares to traditional 401(k) plans.
| Feature | Traditional Plan | FiduciaryShield |
|---|---|---|
| Brokers | Required middlemen | Eliminated entirely |
| Revenue Sharing | Hidden fees reduce returns | No revenue sharing |
| 12b-1 Fees | Eats into participant returns | Zero 12b-1 fees |
| Fiduciary Liability | Falls on business owner | Shielded by our team |
| Investment Advice | Generic recommendations | Private 1-on-1 consulting |
| Administration | Business owner manages | Fully outsourced |
Ready for The Better 401(k)™?
Schedule a free 20-minute consultation to learn how FiduciaryShield can transform your retirement plan.