Legal Disclosures

Fiduciary Wise, LLC provides fiduciary governance, oversight, and consulting services related to retirement plans governed by the Employee Retirement Income Security Act of 1974 (ERISA).

Certain services may involve acting in a fiduciary capacity as defined under ERISA depending on the scope of the engagement.

Information presented on this website is intended for general educational purposes and does not constitute legal advice, investment advice, or a recommendation regarding any particular retirement plan, investment strategy, or service provider.

Fiduciary Wise does not provide legal services. Plan sponsors should consult qualified legal counsel regarding specific ERISA or regulatory matters.

References to fiduciary roles such as ERISA §402(a), §3(16), or §3(38) describe statutory fiduciary designations and responsibilities as defined under ERISA.

Services are provided pursuant to written engagement agreements that define the scope of fiduciary responsibilities and obligations.