Independent Fiduciary Services for 401k and 403b Plans
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W. Michael Montgomery
14502 N. Dale Mabry Highway Suite 328
Tampa, Florida, 33618
United States
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Independent Fiduciary Services for 401k and 403b PlansDESCRIPTION
The Fiduciary Assessment of an Investment Advisor. Independent Fiduciary Services for 401k and 403b Plans. Federal law requires plan sponsors to take fiduciary responsibility for their companys retirement plan. This demands a level of investment expertise and a time commitment that most employers dont have. Fidelis works closely with plan advisors who prefer to partner with an outside fiduciary. We stay in close communication with advisors and value their input. CEFEX certified by the Centre for Fi.CONTENT
This site states the following, "The Fiduciary Assessment of an Investment Advisor." Our analyzers noticed that the web site stated " Independent Fiduciary Services for 401k and 403b Plans." The Website also stated " Federal law requires plan sponsors to take fiduciary responsibility for their companys retirement plan. This demands a level of investment expertise and a time commitment that most employers dont have. Fidelis works closely with plan advisors who prefer to partner with an outside fiduciary. We stay in close communication with advisors and value their input. CEFEX certified by the Centre for Fi."VIEW MORE BUSINESSES
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