Toll-Free: 1-866-625-4611

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Retirement Plan Consulting

At FiduciaryFirst, our top priority is helping you pursue retirement plan success.

As a Employer, you need to not only help your plan employees build effective retirement plans, but also ensure their success contributes to the success of your organization. FiduciaryFirst provides proven, consistent processes to help you address both of these critical goals. Using our PlanSuccessSystemSM, we can help you:

  • Align your organizational & operations goals with your retirement plan .
  • Identify the right set of tools to help maximize benefits to your organization and your plan employees.
  • Assist with plan design, funding, investing, and governing.
  • Develop a strategy to define independence.
  • Implement a customized process that aligns your definition of independence with regulatory compliance standards.
  • Measure success and define goals over time.

We leverage our decades of experience, research, and knowledge with proven behavioral finance strategies (delivered via The Participant EffectSM) and fiduciary best practices (delivered via our Prudent Fiduciary ProcessSM) to propose practical solutions that help drive participants to make the right decisions for success.  Working in direct collaboration with your executive team, we will evaluate your existing plan, develop plan success goals, propose improvements, and measure results, all while maintaining the highest degree of fiduciary prudence and process.  Some of the different types of fiduciary services we offer are 3(38) fiduciary, 3(21) fiduciary, pension consulting and ERISA plan consulting.

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113



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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