Fiduciary Compliance. Simplified!
Professional Fiduciary Services
Fiduciary Compliance. Simplified!
Professional Fiduciary Services
Fiduciary Consulting Group, Inc.
Firm Overview
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 members, brokers, advisers, investment managers, and institutional clients throughout the United States.
Larry E. Crocker is the founder and CEO of Fiduciary Consulting Group and a respected industry thought leader for his knowledge of ERISA and fiduciary compliance. As an experienced consultant, analyst, and Independent Fiduciary, he has assembled a team of professionals that provide the firm's clients with an unparalleled sense of security, whether guiding them in their fiduciary and management decisions or taking on the responsibility of managing their retirement plan.
FCG's team focuses on improving the employer's effectiveness in sponsoring a retirement plan and the employee's experience in saving for a successful retirement. With our years of experience, our team has developed and implemented systems and processes that identify and solve procedural prudence and operational compliance issues in the management of a retirement plan. We look forward to putting our knowledge and experience to work for you and your organization.
Services
Independent Fiduciary
3(16) Plan Administrator & 402 Named Fiduciary
3(16) Plan Administrator & 402 Named Fiduciary
Unbiased and conflict-free due diligence, analysis, problem resolution, and/or opinion from an Independent Fiduciary.
3(16) Plan Administrator & 402 Named Fiduciary
3(16) Plan Administrator & 402 Named Fiduciary
3(16) Plan Administrator & 402 Named Fiduciary
The most comprehensive outsourced fiduciary solution available for the management of Single Employer Plans, Multiple Employer Plans (MEPs), and Pooled Employer Plans (PEPs).
Compliance Consulting
3(16) Plan Administrator & 402 Named Fiduciary
Compliance Consulting
Compliance, consulting, and support services for trustees, fiduciaries, and committees of 401(k), 403(b), and 457 Plans, Post-retiree Medical Trusts, and for Plan Advisers and Institutional Clients.
Certification
Centre for Fiduciary Excellence (CEFEX)
CEFEX certified firms adhere to a standard of excellence representing the best practices in the industry. These standards include specific criteria which have been substantiated by regulations or in consultation with leading firms. Certified firms voluntarily undertake annual audits to continually verify their adherence to the applicable standards, regulations, and best practices.
A CEFEX certified firm places its clients’ interests first. Through structured processes, the firms realize cost savings through quality controls which enhances client satisfaction and increases trust. In a time of financial industry change, trust is critical to firms that provide fiduciary functions and administrative services to employers looking to mitigate non-compliance risk.
The CEFEX audit fosters a culture of compliance and continuous improvement.
FCG CEFEX Retirement Plan Service Provider Certification
Outsourced fiduciary management services serving as the ERISA 3(16) Plan Administrator and 402 Named Fiduciary.
