Fiduciary Experts LLC
Fiduciary Experts LLC serves as a consultant and advisor to institutions and government agencies as an independent party and fiduciary of retirement plans, including all 457 and 401a providers.
We work with your TPA, Broker, and Vendor relationships to assure full transparency and help you, the plan sponsor, avoid any conflicts of interest among these servicing parties.
Mission Statement
Empowering and enriching the lives of our community into well informed investors. We do this by working with institutions to implement true transparency in their retirement systems and by improving their current fiduciary process.
We remove complaceny and inertia for plans that are managed by your 457 vendor (conflicts of interest) instead of the fiduciary, you.
We formalize your fiduciary oversight process and take on the leg work as we educate, support, and create best practices to protect you.
Our firm is thriving because we put clients first and because we truly customize our service and support to your company culture and needs.
Savings on your Side
We only get hired if our fee is cost neutral or so low that the city or district takes in significant savings.
