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Innovative Solutions

Sponsoring a 401(k) or ERISA-403(b) Plan is challenging - and can be risky – especially if its oversight is not “proactive”. That’s how Fiduciary Wise can help. We take on, via legal contract, over 90% of a Plan Sponsor’s duties and risks. We, in effect, become your Plans “CEO” – and may save you money!

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Fiduciary Compliance

So You Can Focus on What Matters

We are dedicated to help Plan Sponsors ensure their 401(k) or ERISA-403(b) Plan is managed correctly. We do this by taking over virtually all their fiduciary responsibilities and risks. This allows Plan Sponsors to contrate on what they do best…….running their business!

We become your Plan's CEO - just like if you hired a CEO for your company.

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reduce your fiduciary liability and risk?

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