About Us

Companies are now facing higher scrutiny and liability on the retirement benefits offered to their employees. Fiduciary Experts saw a need that was under-served in the small to mid-size retirement plan arena.

The market is inundated with brokers that are selling a product to companies while creating a potential conflict of interest if recommnedations or influence over assets are occurring while they receive commission for this particular structure.

We serve as co-fiduciaries to our clients as an unbiased party for these retirement plans. Fiduciary Experts is an independent resource to oversee all interested partied of these plans. We provide efficiencies and solutions with full transparency.

Fiduciary Experts has absolutely NO affiliation to any broker/dealer and our RIA registration is approved and regulated by the State of California and the SEC.

Feel free to do an adviser search through the SEC if you wish to review our company ADV and complete history as a Registered Investment Advisor.

SEC Adviser Search at www.adviserinfo.sec.gov

Why Choose Us ?

picture

We also speak Spanish and create special seminars to educate employees and to help them participate more confidently in their retirement plans

picture

Educate clients on current compliance and legal issues affecting them as fiduciaries of their company retirement plan, and

picture

Benchmark plans against the market and formalize a proper RFP process

pictureUpdate how legal changes in the market affect their particular situation.

 

Maribel Larios

Ms. Larios started her career with Merrill Lynch Private Client Group in 1999. She later served as a Financial Executive for Citigroup before becoming Director of Business Development for BFSG, an Investment Consulting Retirement Specialist Group.

Ms. Larios has been in the investment industry for over twelve years and brings her experience from serving the large to mid-size retirement plan market and implementing these specialized services to you at an affordable cost.

Ms. Larios graduated from UCLA with a BA in Economics and completed her Executive MBA at UC Irvine. She recently completed The Certificate in Human Resources from California State San Marcos in an effort to truly be an asset to our client's various needs.

She is a recipient of the HIspanic OC 100 in 2007, and was honored with the Gracias Award for her community service by the Los Angeles Angels of Anaheim in 2006. Ms. Larios sits on the Supervisory Board for Comunidad Latina Federal credit Union which is the first credit union in California designed to serve the Spanish speaking community. Ms. Larios won the Mujeres Destacadas award by La Opinion Newpaper in 2008 for Business Leadership and continues to focus on helping the delvelopment of our society through higher education as an active alumni member for UCLA and its scholarship committee.

What We Offer

picture

Provide full cost analysis and fiduciary overview of your current plan and practices.

Helping you lower your liability and have a full understanding of the underlying costs within your plan.

picture

What They Say

"We are most impressed with the level of service, prompt response, and the ongoing improvements our plan has undergone since we hired Fiduciary Experts. Maribel is like a member of our team"

-Cordoba Corporation

Quick Contact

Would you like more information?

Address: 29250 Wrangler Dr, Murrieta, CA 92563
Toll Free: 888.544.4015
Phone: 951.256.6015
FAX: 888.668.4015

Email: mari@401kfe.com
Participant Service Line: 1-888-544-4015
Twitter: @401kServiceLine