Fiducia Group

Firm Profile

SEC registered investment advisor providing retirement committees all of the resources needed to improve participant outcomes and fiduciary processes. Our consulting is delivered exclusively by firm principals and 100% of our revenues are derived from servicing workplace retirement plans.

KEY CONTACTS
Charley Kennedy, Principal

WEBSITE
www.fiduciaretirement.com

PRIMARY MARKET(S) SERVED
Mid ($10-$100 million), Large ($100-$250 million)

OPTIONS AVAILABLE
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan feature review/plan design consulting
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules