For Financial Advisors

Administering a 401(k) plan is time-consuming work for your clients. And when you add to that the constant possibility of dealing with an unannounced Department of Labor plan review, your clients may welcome having their own BFF® to lend them a helping hand.

Our 3(16) fiduciary administrative services, including our FSPM® (or Fiduciary Statement of Plan Management®), have been designed to reduce your client’s fiduciary risk and help them with their 401(k) plan’s administrative duties so they can focus on growing their business and you can focus on their investment line up and improving participant outcomes.