After locating your company retirement plan information, you will enter other basic
information to tell us more about the plan. Pricing, fund list, option etc.. and
submit for bid.
As potential recordkeepers answer the request, proposals will be sorted and scored.
You will be presented with the top results.
Select and Monitor
Once you select and implement your new plan. FiduciaryShield will continue to monitor
your plan and send you notifications if any updates need to be made.