Let’s face it, choosing and administering a retirement plan for your business is hard. The world of retirement plans is complex, confusing, and frankly, fraught with danger for the average business owner or executive. Regardless of what they say, no retirement plan provider, including mutual fund companies, insurance agents, or registered sales representatives can provide advice that is truly independent. In fact, it is your responsibility as a plan trustee to ensure that the plan selection and asset allocation is equal to what a professional financial advisor would create. You and your company can be held liable if you do not meet this high standard.

We Are Here To Help.

Fiduciary Solutions is on your side. We bring decades of financial management and administration experience to your business. As a registered investment advisor, Fiduciary Solutions has a fiduciary duty to act in your best interests to mitigate your liability, and ensure that your retirement plan performs as well as it possible can. We don’t sell retirement plans, we help you responsibly manage and maintain them. Fiduciary Solutions provides a complete line of retirement plan advisory services, including:
• Vendor Selection
• Investment Choice Options
• Regulatory and Fiduciary Responsibility Compliance
• Employee Investment Education
• Overall Plan Design
• Quarterly Newsletter
• Financial Planning for Employees and Executives
• Employee 401(k) Account Access

You Focus On Your Business, Let Fiduciary Solutions Handle The Rest

As a North Carolina registered investment advisor,Fiduciary Solutions has only one responsibility— to work in your best interests. To learn more, call us at (919) 806-4942 or e-mail us at info@fiduciarysolutions.com and we look forward to helping your company create a retirement plan that is as successful and dynamic as your business.

Sincerely,
Bedda D'Angelo
President