Corporate Retirement Plan Consulting
401(k) Plans | 403(b) Plans | Defined Benefit Plans | Cash Balance Plans | Non-Qualified Plans | HSA Consulting
Employee Owned – We are an experienced, credentialed, well respected and trusted independent advisory firm providing retirement plan consulting, investment and financial planning advisory services to institutional and wealth management clients.
Independent Consulting Organization – We have no ties to Broker Dealers, Insurance Companies, Private Equity Hedge Funds, or other conflict of interest concerns. We are advocates for our corporate clients and their retirement plans.
National Resources – Fiduciary Plan Partners , LLC is a member firm of Retirement Plan Advisory Group (RPAG), the leading provider of fiduciary and investment analytical resources for retirement plan consultants and their clients. Our expertise combined with RPAG’s research, technology and delivery systems help us provide meaningful results for you.
Plan Compliance Experts – We help our clients meet their fiduciary responsibilities, their Internal Revenue Service and Department of Labor compliance requirements, develop effective employee communication and education programs, improve their plan’s investment menu and, most importantly, create a plan that will help their employees better meet their retirement goals.