Companies similar to COMPLIANCE 401K
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  • www.compliance-401k.com
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Compliance 401K™ is an independent external 401(k) Plan compliance partner for retirement plan sponsors. We serve as the ERISA 3(16) Administrative Fiduciary & and more importantly, as the ERISA 402(a) Named Fiduciary to ensure plan sponsors meet all..
Relevance: 51.91554
  • fiduciarywise.com
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Our mission at Fiduciary Wise is to alleviate as much fiduciary responsibility from plan sponsors as possible and effectively achieve success and compliance in the management, investments, and administration of their retirement plan by focusing on..
Relevance: 49.475983
  • www.thefiresystem.com
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The FIRE System is the Only Comprehensive Web-Based, Fiduciary Assessment/Questionnaire for §401(k) Plan Sponsors... The FIRE System creates ERISA compliance documentation for the plan sponsor's fiduciary duties, oversight and responsibilities.....
Relevance: 44.208508
  • www.mmpl-law.com
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MMPL is a Seattle, Washington law firm of highly skilled attorneys representing ERISA and employee benefit plans and trust funds, their sponsors, fiduciaries and trustees, and institutional service providers throughout the Pacific Northwest and..
Relevance: 41.063896
  • www.davidmkahn.com
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ERISA Compliance Consulting Services provides consulting services for ERISA covered plans including Qualified Retirement Plans and Health and Welfare Plans. The Principal of ERISA Compliance Consulting Services, David M. Kahn, is a recognized expert..
Relevance: 39.88154
  • www.fiduciaryadvisors.com
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Fiduciary Advisors is an SEC registered investment adviser specializing in delivering a fiduciary compliant retirement program called ManagedPlan. ManagedPlan combines the fiduciary protection and efficiency of an unbundled open-architecture solution..
Relevance: 39.74013
  • sanfranciscoerisaadvisor.com
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The ERISA Group is a small boutique Employee Benefits law firm in San Francisco, California. The firm was founded by Bianca Zahrai, an ERISA Attorney with over 20 years of experience in regulatory compliance, with an emphasis on ERISA's Title I,..
Relevance: 39.198074
  • fiduciaryedge.com
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Fiduciary Compliance Corporation is a FinTech company that provides compliance technologies and workflow management solutions for retirement plan sponsors, plan fiduciaries, trustees, and aggregated plan providers (PEPs, MEPs, etc.). In addition, our..
Relevance: 37.989826
  • www.myfundone.com
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auditors, or just would like to minimize your fiduciary responsibility, FundOne provides a fiduciary solution by absorbing all administrative liability... We have created a comprehensive platform for both advisor and employer: one of the only fully-..
Relevance: 37.551537
  • ifiduciary.com
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Fiduciary Consulting Group, Inc. is an independent firm that provides compliance consulting and fiduciary management solutions. The Middle Tennessee-based firm serves employer plan sponsors, plan fiduciaries, trustees, committee members, board..
Relevance: 36.71731
  • 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: 36.198692
  • erisapros.com
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ERISA Pros, LLC is an industry-leading professional services firm located in Atlanta, Georgia specializing in developing ERISA Wrap Welfare Benefit Plans. Our system of preparing Plan Documents, SPD wrappers, and Form 5500s is based on industry best..
Relevance: 35.89335
  • erisasmart.com
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ERISA Smart is the leader in ERISA fiduciary solutions , retirement plan risk management and fiduciary outsourcing...
Relevance: 35.8766
  • 401kfiduciarysolutionsbook.com
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That's how top financial blogger Roger Wohlner describes 401(k) Fiduciary Solutions, Christopher Carosa's latest book. 401(k) Fiduciary Solutions covers all areas of fiduciary liability and representations a valuable resource for 401(k) plan..
Relevance: 35.739616
  • www.k-rpg.com
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KRPG is an independent wealth management firm that offers fee-based financial advisory services to a select group of individual and family investors and provides ERISA 3(21) and 3(38) fiduciary services to company retirement plan sponsors and their..
Relevance: 35.73677
  • 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: 35.264206
  • www.stonehillfiduciary.com
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Stone Hill Fiduciary Management, LLC is an independent ERISA fiduciary providing plan investment advisory and plan administration management services to plan sponsors. We enable our clients to delegate to us fiduciary decision-making and plan..
Relevance: 35.05612
  • erisa.com
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ERISA Consultants is the parent company of ERISA Partners, ERISA Advisers, and ERISA Technologies. ERISA Partners provides plan administration and recordkeeping services. ERISA Advisers is a Registered Investment Adviser providing 3(38) fiduciary..
Relevance: 34.161064
  • 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: 33.873722
  • 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: 33.869957
  • www.erisalawgroup.com
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The ERISA Law Group, P.A. is a law firm experienced in maintaining employer benefit plans. We assist employers with complex benefit laws... We are a law firm devoted to ERISA and other employee benefit issues for employers, fiduciaries, consultants,..
Relevance: 33.694813
  • www.hartmannastor.com
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Hartmann-Astor Investment Consulting, is an investment consulting firm focused on providing concierge consulting services for ERISA fiduciaries and their individual plan participants... Our firm consults with corporations, not-for profits and..
Relevance: 33.506702
  • www.cecilco.com
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For 35 years we have helped our clients become good Stewards of their employees' retirement futures with Insightful Design , Rigorous Processes and Loyal Collaboration delivered as a seamlessly integrated solution... Offering ERISA Guidance and..
Relevance: 33.28442
  • www.bfa401k.com
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Based in Boston, Massachusetts, we serve clients throughout the New England area. With more than 20 years of experience, we employ globally accepted fiduciary standards of excellence that will not only help organizations in their pursuit of complying..
Relevance: 32.96706
  • hollandfinancial-inc.com
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Important polices and disclosures of our firm are provided below for review. We are an ERISA Retirement Plan Service Provider. In accordance with requirements as mandated by the Department of Labor regulation under Section 408(b)(2) of the Employee..
Relevance: 32.910294
  • 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: 32.732773
  • 401kreboot.com
Let us Reboot your Retirement program. Our comprehensive full scope operational platform allows Plan Sponsors to outsource all Plan administration, virtually all corresponding ERISA fiduciary liabilities, and operates in a fully integrated 360 data..
Relevance: 32.4331
  • 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: 32.21098
  • fiduciary-experts.com
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Experts on the Prudent Investor Act, Restatement of Trusts, ERISA. Expert witness services, trust estate litigation, conflict of interest, fiduciary services... Practiced law in Los Angeles for nearly a decade prior to entering the investment..
Relevance: 31.931911
  • www.saveday.com
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The only zero cost 401(k) plans for any business provider. Give your employees the retirement they deserve, at no cost to you... We have built-in fiduciary guidance and act as your ERISA 3(16) and 3(38) fiduciary. We ensure your plan is created and..
Relevance: 31.711836