We work directly with business owners, CFOs, Controllers, and HR Personnel and act as the prudent expert of the retirement plan through a process for best practices.

1. Set up quarterly meetings to help formulize investment committee from administrative committee

2. Take minutes for meetings and maintain these records for our client files and records

3. Renegotiate cost savings with vendors and brokers

4. Create proper delegation of liability for firms and agencies to protect Board of Directors / City Council

5. Monitor and report to proper authorities investment research independently from vendor

6. Educate employees without selling a product on investments and propoer financial planning

Understanding Roles and Duties

Fiduciary Functions (investment)

  • Develop Investment Policy Statement
  • Evaluate and Monitor Plan's investment options
  • Comply with and understand Plan documents
  • Analyze all Plan vendors
  • Analyze all Plan costs
  • Prepare summary report for the Board

Settlor Functions (administrative)

  • Plan design
  • Plan amendments
  • Summary Plan Description maintenance
  • Voluntary corrections
  • Required participant communication
  • Prepare summary report for the Board



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


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.


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

Participant Service Line: 1-888-544-4015
Twitter: @401kServiceLine