FIDUCIARY SERVICES

Fiduciary Services provides superior skill and expertise where an independent trustee, fiduciary or investment manager is needed to make evaluations and final decisions on behalf of retirement plans, including those plans with company stock. In the case of ESOPs, the need is especially acute where capital changes or ownership transitions are being anticipated at the company that will affect the plan participants... For any qualified retirement plan where a trustee is required, Fiduciary Services, Inc. can fill the role and carry out the trustee duties as prescribed by ERISA and the subject plan. Fiduciary Services, Inc. as a registered investment advisor can manage investments and select appropriate portfolios for defined contribution as well as defined benefit plans... We provide independent trustee, fiduciary and investment management services for qualified retirement plans including Employee Stock Ownership Plans (ESOPs). This service is also frequently referred to as an ERISA..

Also known as: Fiduciary Services, Inc

Primary location: San Rafael United States