Fiduciary Experts LLC

Fiduciary Experts LLC serves as a consultant and advisor to instiutions and government agencies as an independent party and fiduciary of retirement plans.

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.

Our Services

We offer a variety of services directed to lower your internal plan costs, lower your liability over the plan, while providing customized solutions to your particular needs. (Click link to expand details.)

To help increase enrollment to your employees - Offered in both English and in Spanish
Independent report your investment committee can use to leverage your current vendor relationships and increase services.
Institutional and individual plans set to a strategic and consistent investment policy statement.
Monitoring and reports provided at the end of each quarter.
Renegotiation of service costs and annual plan reveiw to find ways of improving services and reporting true costs of all parties involved
Instant view of reports, contracts, and minutes where clients can have access to all documents privately