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Retirement Plan Sponsors

Keenly aware of the fiduciary burden you bear as a retirement Plan Sponsor, our knowledgeable investment advisors stand alongside your team, delivering innovative strategies to help reduce expenses, improve performance and face any challenge head on.

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  • 401(k) & 403(b) Plans
  • Pension Plans
  • Cash Balance Plans
  • Taft-Hartley
  • Pooled Employer Plans (PEPs)
  • Financial Wellness (Wellness by Fiducient)

401(k) and 403(b) Retirement Plans

With an understanding of the interplay between plan design, administration, investments and participant communications, we aim to make Fiducient Advisors your indispensable fiduciary partner. Enhancing your ability to offer more effective retirement solutions to positively impact your employees’ ability to successfully prepare for retirement is equally important.

Fidelity Bond and Fiduciary Liability Insurance
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Plan Sponsor News
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Pension Plans

Fiducient Advisors brings defined benefit expertise, proprietary tools and customized investment solutions to Plan Sponsors. As your fiduciary partner, we provide proactive investment advice to help your pension plan progress. Whether you seek investment strategies to narrow a funding gap, lower contribution volatility or support with de-risking and other liability-driven investing (LDI) strategies, we have the knowledge to tailor an investment plan for your unique goals. We also are experienced in guiding sponsors through the complexities of planning, coordination and execution of a full pension risk-transfer experience. As a trusted advisor, we stand ready to guide Plan Sponsors through the complexities within each phase of the pension lifecycle.

The Public Fiduciary Newsletter
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How a Pension’s Lifecycle Affects the Investment Strategy
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Cash Balance Plans

At Fiducient Advisors, our extensive experience with law firms and other professional services organizations fuels our ability to create and implement a tailored approach. From establishing risk and return objectives, to navigating variable, fixed or market rate designs, we strive to be your go-to partner in developing investment strategies that align with your interests.

Webcast Replay: Cash Balance Plans – Your Secret Weapon
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Next-Evolution Design for Market Rate Cash Balance Plans
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Taft-Hartley

Fiducient Advisors offers deep experience and a thorough understanding of the relationships between Labor and Management. With nuanced expertise, we create tailored solutions that align with Trustees’ needs, objectives and priorities. We are on hand to help safeguard benefits, improve returns, mitigate risk and reduce expenses.

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Pooled Employer Plans (PEPs)

Fiducient Advisors established a PEP, a new kind of retirement plan enabling employers of all sizes to join together for efficiency and cost savings. Our goal in establishing the PEP is to offer our clients another option in choosing the most beneficial retirement plan structure to help employees prepare for retirement.

Pooled Employer Plans (PEPs) – Should Employers Dive In?
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Pooled Employer Plan (“PEP”) – A Unique Retirement Plan Solution Customized For You
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Financial Wellness (Wellness by Fiducient)

Wellness by Fiducient offers a holistic financial wellness program that includes education, coaching and resources to support employees’ well-being. We believe our personalized approach allows individuals to tailor their financial goals and create actionable plans to help achieve long-term success. By integrating Wellness by Fiducient into your organization’s benefits package, you can help provide your employees with the support they need to manage their financial health effectively. This not only may benefit the employees but also may enhance overall workplace productivity and morale.

From Worry to Wellness: Why Financial Wellness in the Workplace Matters!
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Wellness by Fiducient – Personal Finance Just Got Personal
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Retirement Plan Sponsor Services

Defined Contribution Services

  • Fiduciary Governance Program
  • Fiduciary/Committee Training and Education
  • Investment Policy Statement Development/Review
  • 3(21) or OCIO/3(38) Discretionary Services
  • Plan Design Benchmarking
  • Investment Menu Design
  • Investment Manager/Fund Search and Selection
  • Glidepath Navigator (Target Date Fund Review)
  • Environmental, Social & Governance Integration
  • Custom Investment Solutions
  • Fee Disclosure and Benchmarking
  • Performance Measurement and Reporting
  • Recordkeeper Search/Selection
  • Participant Advice and Wellness

Defined Benefit Services

  • Fiduciary Governance Program
  • Fiduciary/Committee Training and Education
  • Investment Policy Statement Development/Review
  • Asset Allocation Analysis
  • Glidepath Development/Monitoring
  • Asset/Liability Modeling
  • Cash balance strategies: market rate, variable, fixed interest crediting
  • 415 Limit Monitoring for Cash Balance Plans
  • Investment Manager/Fund Search and Selection
  • Portfolio Rebalancing
  • Performance Measurement and Reporting
  • Custodian/Trustee Search/Selection
  • Plan Termination Services
  • 3(21) or OCIO/3(38) Discretionary Services

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