Toll-Free: 1-866-625-4611

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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

The roles and responsibilities of retirement plan consultants are being carefully scrutinized this year, with the Department of Labor’s (DOL) new fiduciary rule scheduled to go into effect next year. In essence, the rule would exp...
Retirement plan sponsors will need to understand what a 401(k) fiduciary means for their qualified plans, since a new Department of Labor (DOL) rule that expands the scope of plan fiduciaries for retirement accounts, like 401(k) p...
Many plan sponsors don’t understand their fiduciary responsibilities, and they also don’t understand the difference between 3(38) investment fiduciaries and 3(21) investment fiduciaries. But now, it’s more critical than ever for p...

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

Retirement Plan Consulting Program and other advisory services offered through LPL Financial, a registered investment advisor.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

 

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