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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 mitigate corporate and personal risk.

As retirement plan, investment, and compliance 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

How Participant Fee Disclosures Can Hurt Retirement Prospects
In 2012, the U.S. Department of Labor issued final regulations about fees that plan sponsors needed to disclose. The regulations state that plan service providers, including financial professionals and third-party administrators, ...
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Creating 401 Benchmarks - Why is it Necessary?
When you take a trip, you know it’s over when you reach your destination. You know how far you’ve come by how many milestones you pass along the way. When your participants save for retirement, however, it may be difficult to tell...
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Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

Securities and Investment Advisory Services offered through LPL Financial Member FINRA/SIPC.

 

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