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Retirement Plan Consulting


At FiduciaryFirst, our top priority is helping you achieve retirement plan success.read more >

Fiduciary Risk Management


At FiduciaryFirst, we're committed to mitigating the many forms of risk facing your organization every day.read more >

The Participant Effect

Positioning your plan for success means much more than just providing options to benefit your employees and your business.read more >

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Newsletter

FiduciaryFirst Advisors

Welcome to FiduciaryFirst, an independent, fee-only advisor dedicated to helping our clients build and manage highly effective retirement plans—all while sharing the investment fiduciary responsibility associated with each plan to manage corporate and personal risk.

As retirement plan, investment, and compliance support specialists we understand the complexities and nuances of today’s safe harbor regulations. We combine the pursuit of plan success and our unparalleled fiduciary services to offer solid, well-planned strategies for organizations and their employees. And we apply the powerful concepts of behavioral finance to help every plan pursue high levels of retirement readiness.

We're specialists. In effect, we are professional investment fiduciaries guiding plans of all types including:

  • Defined Contribution 401(k), 401(a) and 403(b) Plans
  • Defined Benefit Plans
  • Non-Qualified 457 and 401(a) Plans 

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to This email address is being protected from spambots. You need JavaScript enabled to view it.  us or call us at 1-866-625-4611. We look forward to working with you. We are an independent firm with no obligation or alliance to any retirement plan provider.  

Blog

Many small business owners don’t spend much time thinking about retirement. Those that do often assume they’ll keep running their businesses in retirement, or perhaps sell their businesses and live off the proceeds. However, those...
There’s good news about employee-defined contribution plans, according to the Annual Defined Contribution Benchmarking Survey. Sponsored by Deloitte Consulting, the survey asked 265 companies about their retirement plans, and meas...
One of the most misunderstood parts of sponsoring a qualified retirement plan is fiduciary responsibility. Many plan sponsors often don’t understand that they are the investment fiduciaries for their retirement plans, and they are...

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida, Georgia, New York, Alabama, North Carolina, South Carolina and Illinois

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.

 

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