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Partnering with Businesses

To Make the Most of Their Financial Possibilities

How We Can Help

There are significant risks associated with failing to perform your fiduciary duties. In fact, some fiduciaries aren't even aware of their personal financial liability. We aim to give you the comfort you seek when it comes to delivering the best plan possible for your employees. Based on your objectives, FMG works side-by-side with you to provide a personalized retirement plan strategy built to last.

One of the many services we can bring to you is our Comprehensive Fiduciary Review for Qualified Plans. As it relates to Qualified Plans, this includes, but is not limited to, 401(k) plans, 403(b) plans, 457 plans, Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs) and Multiple Employer Aggregation Programs (MEAPs). The objective of the review is to provide you with a better understanding of each aspect of your plan and your responsibilities as a fiduciary. Specifically, our review will provide you with the following:

  • A deeper understanding of your fiduciary responsibilities under ERISA;
  • A review of plan costs, including potential hidden costs or unnecessary fees; 
  • Recommendations which may improve overall plan performance and satisfaction; and
  • A detailed comparison of your plan with other alternative offerings in the marketplace.

Helping You and Your Business Thrive

We are your ERISA 3(21) fiduciary solution. In addition to our Comprehensive Fiduciary Review services, we bring holistic retirement plan consulting services. Our consulting services include, but are not limited to, the following areas:

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Overall Fiduciary Guidance and Support

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Investment Selection and Monitoring

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Communication and Evaluation

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Plan Design

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Fee and Benchmarking Analysis

Ready to Get Started?

Contact Us

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