Serving Plan Advisors

Your Fiduciary Partner

As a retirement plan advisor, how do you answer a business owner’s concerns about their fiduciary liability?

Though some of your clients may be willing to take on the complexities of their fiduciary role, many others may strongly prefer to make an informed decision about appointing a 3(16) provider.

Find out how we can support you

We Stand Apart From Other 3(16) Providers

As an expert in plan fiduciary risk, there are three important ways in which we stand out.

FCG accepts the role of the ERISA 3(16) Plan Administrator and 402 Named Fiduciary.

Once we are engaged, the plan document is amended to transfer management responsibilities to us. Other providers’ role may not extend this far, leaving your client at risk.

FCG offers non-biased fiduciary oversight.

Because our services are limited to fiduciary mitigation, we can assess the fees and responsibilities of other plan providers without conflict of interest. Other providers may offer plan services in addition to 3(16), thereby introducing inherent bias.

FCG offers sound fiduciary management of your client’s plan.

This includes decisions regarding plan administration, operational and regulatory compliance, investment management decisions and service provider selection and oversight. Other providers offer a more limited scope.

When a valued client has questions about fiduciary risk, the answer is simple: Fiduciary Consulting Group.

We’re in the business of providing peace of mind.

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