FIDUCIARYSHIELD for Advisors

FiduciaryShield empowers advisors with automated analysis and fiduciary solutions.

FiduciaryShield connects you with dozens of recognized recordkeepers for proposal requests.
We connect you to the market and provide a simple platform to analyze and present proposals.
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  • Proprietary and automated 401(k) plan analysis
  • Side by side service and fee comparison
  • Powerful retirement plan prospecting tool
  • Assists compliance with DOL & ERISA fiduciary regulations

  NO COST TO ADVISORS  

Find the best retirement plan. Period.
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Why Fiduciary Shield

Make Prudent Decisions

Fiduciary Shield compares and ranks each individual component of your plan with proposals from an extensive group of plan providers, so you can be confident in the decisions you make.

Documented Procedures

Fiduciary Shield houses all of your plan documents in one place for easy review and comparison to your current or proposed plan.

Plan Monitoring

Fiduciary Shield continues to monitor plans to help ensure the decisions made remain in the best interest of plan participants.

Get in touch and find out how we can help