A 401k Plan Fiduciary is obligated to work in your best interest.

The challenges and demands of running your business and being a Human Resources professional might not leave you with time for much else. That includes keeping up with the ongoing rules and regulations and ERISA compliance  for your company retirement plan. That could be why more plan sponsors, like you, are hiring fiduciaries to help manage the complexities of their 401(k) and company retirement plan.

Learn what role a fiduciary can play on your team and why you should consider using a fiduciary for your 401k or other retirement plan.

Solution: As industry leaders in the retirement plan space, we can act as your Retirement Plan Fiduciary, alleviating a substantial amount of liability for you.

Fiduciary Services

santa clarita 401k fiduciaryVirtue Wealth serves as a fiduciary with you on your 401(k) plan, and holds the highest fiduciary standard. As an independent advisor, our compensation will never vary from fund to fund. At least once a year, we will provide your 401(k) committee with a written report advising you as to the status of all of the key components of the plan, from fiduciary obligations to investment performance. If you are currently working with a broker, you owe it to yourself and your employees to evaluate the benefits of working with an independent firm. From full disclosure to the absence of hidden compensation arrangements, the differences go beyond just fiduciary duties.

Learn about 401k Fiduciary Services: “7 Reasons Why Informed Investors Choose Fiduciaries“

 You’ll learn how fiduciaries are obligated not to engage in any self-dealing or other conflicts of interest. In fulfilling fiduciary obligations and duties to you, we proactively perform required due diligence prior to making recommendations. Are you prepared for a Department of Labor audit?

We Are a Fiduciary.

Contact Us Today So We Can Meet You and Learn More About How We Can Add Value to You and Your Team.

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    Why Businesses Choose Us

    Help our clients improve their quality of life and achieve their financial goals by providing them high-quality unbiased financial advice and unrivaled personal attentive service.

    Honesty and Integrity are at the core of everything we do. We focus on making our exceptional client focus unrivaled.

    We promise to put our client’s needs first helping them pursue all their life goals in order to reach true wealth.

    Already have a 401(k) or other retirement plan?

    It’s recommended you have a full review of your plan every 3 years. When was your last review?

    If your plan fees are above average those fees can be dragging down your employee’s account balances. The Department of Labor expects you to perform regular reviews of your plan.

    Legal Disclosures:

    This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.