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  1. A Blueprint for Fiduciary Success

    Fiducia Group

    • 401(k) Fiduciary Consulting
    • Provider Benchmarking
    • Provider Fee Negotiation
    • 401(k) Fiduciary Audits
    • Plan Design Reviews
    • Investment Selection & Monitoring
    • Investment Committee Oversight
    • Participant Education & Advice
    1. Eight Penn Center West
    2. Suite 101
    3. Pittsburgh, PA 15276
    4. 877-707-9990 (toll free)
    5. Email Us

  2. Fiduciary Resources

    • 12 Areas of Retirement Plan Fiduciary Emphasis

      Recent court opinions and clarifications from the Department of Labor have broadened the scope of fiduciary responsibility for employer-sponsored retirement plan fiduciaries. Fiduciaries prudently focusing their efforts on each of these areas are well on their way to having a healthy retirement program.

    • Understanding Hidden Fees in Retirement Plans

      Fiduciaries have an obligation to understand all fees charged to participants and payments made by the plan’s investment managers to third parties. Unfortunately, many of these fees are “hidden.” Industry practices allow hidden forms of compensation such as “revenue sharing” or the use of “soft dollars” to compensate parties involved with your retirement plan. This article discusses the three primary forms of hidden fees and third party payments.

    • Fiduciary Responsibility as Defined by the Department of Labor

      The Department of Labor has provided this primer for fiduciaries to understand their responsibilities. This is an excellent piece for new retirement committee members or for those who need a refresher on what it means to be a fiduciary as many do not truly understand the extent of their responsibilities under ERISA.

    • Selecting & Monitoring an Investment Advisor for Your Retirement Plan

      The DOL and the SEC recently conducted an initiative that reviewed the practices of Pension Consultants and other investment professionals such as brokers and advisors. Unfortunately their review uncovered bias and conflicts of interest in many cases. This piece outlines questions to ask potential advisors and actionable items in hiring and monitoring an investment professional for your plan.

    • Self Assessment of Fiduciary Excellence

      Fiduciary 360 ® has designed and maintains a document for investment stewards and fiduciaries of employer-sponsored retirement programs. This document provides a detailed outline of global fiduciary standards of excellence. Fiducia Group incorporates these standards into its fiduciary consulting services.

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