Government

Fiduciary Experts is proud to serve municipal 457 Deferred Compensation Plans as an independent consultant and fiduciary. Our goal is to mitigate risk, lower plan costs, bring full transparency and monitor vendor relationships as the neutral party impartial to vendors and fully representative of city plan participants as co-fiduciary. We provide a free analysis up front to help city's begin the process of negotiation.

Mission Statement

Our mission is to lower Plan Sponsor liability through educating and establishing best practices as their investment co-fiduciary consultant.  We are passionate about creating value and offering this platform at an affordable cost.

Our Service Model

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