Companies similar to FIDUCIARY SERVICES
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  • fiservinc.com
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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..
Relevance: 20.161749
  • nqfiduciary.com
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Recognizing a need and an opportunity to bring fiduciary services and transparency to nonqualified executive benefit plans, Scott Cahill started NQ Fiduciary Services. Based in Orlando, Florida, the company provides targeted, in-depth due diligence,..
Relevance: 20.084446
  • www.erisaadvisorygroup.com
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The ERISA Advisory Group has extensive experience in all aspects of employee benefit plans. Now more than ever, a fiduciary review of all benefit plans is essential to staying fully compliant. A strong fiduciary partner is critical of qualified plan..
Relevance: 19.520805
  • www.fiduciarycounselors.com
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FIDUCIARY COUNSELORS INC. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm primarily acts as an independent fiduciary for employee benefit plans. With our extensive..
Relevance: 19.08735
  • 401kfe.com
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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.....
Relevance: 18.529888
  • thefiduciarystudio.com
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From design and implementation to ongoing administrative tasks such as distribution and communication, The Fiduciary Studio provides comprehensive services for 401(k) plan management... Since its founding, The Fiduciary Studio helps Plan Sponsors..
Relevance: 18.303965
  • www.erisa-experts.com
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ERISA Expert Services, LLC was founded by Joseph A. Garofolo to provide expert witness and independent fiduciary services relating to retirement and health and welfare plans... ERISA Expert Services, LLC provides expert witness and independent..
Relevance: 18.225882
  • www.fiduciarywisdom.com
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G. David Biddle, AIF® founded Biddle Capital Management (BCM) in 1996 after several very successful years at a traditional sales based financial firm. BCM was started to focus on fee based investment and financial advice that was focused on the..
Relevance: 17.762232
  • www.appealfiduciary.com
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As an independent fiduciary, CAFS is a unique solution to substantially reduce risk, avoid conflicts of interest, ensure compliance with the rigors of ERISA, and improve the integrity and quality of processing final claim appeals for all concerned.....
Relevance: 17.693092
  • www.wodarczyklaw.com
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At Wodarczyk & Associates, LLC, we offer counsel in matters such as 401(k) plans, 403(b) plans, ESOPs, defined benefit pension plans, ERISA fiduciary consulting, executive compensation, mergers and acquisition due diligence, welfare benefit wrap..
Relevance: 17.602299
  • www.reedmark.com
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Reedmark Advisors is a boutique retirement plan consulting firm providing services to mid-size employers, large non-profit organizations, and healthcare systems. Our Fiduciary and Non-Fiduciary services are geared toward employers who recognize..
Relevance: 17.339165
  • hkfiduciary.com
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Heine & Kim Fiduciary Partners is a partnership of highly skilled asset management specialists focused on providing independent fund director and fiduciary services to investment funds, asset managers and financial institutions... Currently, we are..
Relevance: 17.214855
  • www.316fiduciaries.com
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Fiduciary Outsourcing is a provider of fiduciary retirement plan administration for qualified retirement plans throughout the United States. Our team of ERISA retirement plan experts are uniquely qualified to step in as plan fiduciary and assume the..
Relevance: 17.098145
  • www.saveday.com
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There is no administrative heavy lifting with SaveDay's automatic employee onboarding and payroll integrations. SaveDay provides the best retirement plans with absolutely no cost... We have built-in fiduciary guidance and act as your ERISA 3(16) and..
Relevance: 16.958218
  • elitefiduciary.com
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Elite Fiduciary Group is a California-based fiduciary company that professionally manages your fiduciary needs. With a team of experienced, fully certified fiduciaries and a sophisticated network of partners, we help you set goals, develop plans to..
Relevance: 16.911955
  • www.ironshorefinancial.com
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Ironshore Financial is a uniquely qualified trusted advisor and co-fiduciary to retirement plan sponsors. Ironshore's focus on participant-directed retirement plans shapes our philosophy that clients are better served by an investment evaluation..
Relevance: 16.76219
  • qualifiedtrust.com
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This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply... Qualified Trust Company offers retirement plan fiduciary and trustee services to Pooled Employer Plans and employer-sponsored retirement plans, as well..
Relevance: 16.730324
  • www.hjbmgmt.com
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Our small business services encompass corporate, partnership, fiduciary/estate, individual taxation needs, and fringe benefit plans relating to choice of legal entity planning...
Relevance: 16.730059
  • www.enhancedretirementsolutions.com
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Enhanced Retirement Solutions has a passion for helping businesses provide highly attractive retirement plans that help their employees achieve a successful retirement. Located in Rochester and serving western New York, we have extensive experience..
Relevance: 16.691727
  • www.rbagllc.com
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Renaissance Benefit Advisors Group (RBA) is an independently owned, retirement plan consulting firm 100% dedicated to the specialized needs of retirement plan fiduciaries... Founded in 2008, RBA is proud to have grown strictly on a referral basis..
Relevance: 16.623014
  • www.magariklaw.com
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Larry Magarik, Esq. is an Attorney, Independent Fiduciary and Professional Trustee. Mr. Magarik represents pension, health and other employee benefit plans, and also represents and advises labor unions, workers and retirees in all aspects of ERISA,..
Relevance: 16.556318
  • www.401ksrus.com
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Counsel Retirement Plans, Inc. specializes in 401(k) strategies for mid-sized companies who desire the very best performance and service, cost, and fiduciary shield. We understand the complexity of operating a business pulls you in a multitude of..
Relevance: 16.442703
  • www.blackwoodinvestment.com
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We guide companies in providing customized top-of-line retirement plans the organizations to not only fulfill their fiduciary obligations, but to enhance participant retirement outcomes...
Relevance: 16.419199
  • advanced401k.com
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Our process begins with assisting plan sponsors in understanding their roles and responsibilities as a fiduciary. We act as an ERISA 3(21) to the plan in which we share fiduciary responsibility with the plan sponsor. As a fiduciary, we implement a..
Relevance: 16.358837
  • collaborativecarefiduciary.com
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At Collaborative Care Coordination & Fiduciary Services, we create and deliver individualized care plans and fiduciary services that reflect and preserve our client's values, lifestyle choices and dignity... Our Collaborative Care Model was designed..
Relevance: 16.229376
  • primetrustadvisors.com
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Fiduciary Expertise for ERISA Plans. As Retirement Plan Consultants and Investment Advisors, we serve Retirement Committees of organizations that offer retirement plans to their employees. We deliver…... As Financial Advisors in Greenville SC, we..
Relevance: 16.206612
  • www.mstnconsultants.com
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Milestone Consultants, Inc. is a Registered Investment Advisor specializing in providing independent third-party consulting and/or fiduciary services to organizations who sponsor 401(k) or 403(b) plans...
Relevance: 16.179388
  • www.aegisfiduciary.com
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Aegis Fiduciary Services, LLC was formed exclusively to serve the interests of ESOP participants. We pride ourselves on our strict and thorough internal processes that exceed the Department of Labor guidelines... Aegis Fiduciary Services, LLC offers..
Relevance: 16.121492
  • 401kfeeonly.com
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As fee-only advisors, we are not affiliated with a specific investment house and therefore can offer plans that are only in the best interests of our clients... We act as a fiduciary for your retirement plan. We receive no commissions, referral..
Relevance: 16.069538
  • www.petergulia.com
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Since 1984, Peter has focused on the design, governance, fiduciary investment procedures, and administration of retirement plans. Among other retirement-services firsts, Peter designed the first asset-allocation investment-advice program available..
Relevance: 16.060944