Elevated Fiduciary Governance for Retirement Plans
Retirement plans operate within a defined fiduciary framework under ERISA, but different stakeholders carry different responsibilities. Fiduciary Wise provides independent ERISA 402(a) Named Fiduciary services, fiduciary oversight, and retirement plan liability management across three core groups:
Employers & Plan Sponsors
You sponsor the plan. Under ERISA, that makes you a fiduciary. Many employers are unaware they are the Named Fiduciary, and the liability that carries.
We provide:
- ERISA 402(a) Named Fiduciary services
- Retirement plan fiduciary outsourcing
- Fiduciary risk transfer
- ERISA fiduciary liability management
- Structured governance and compliance oversight
If you want to reduce retirement plan liability and bring procedural prudence to your governance structure, start here.
Advisors, TPAs & Recordkeepers
You provide critical services and because of this, fiduciary responsibility boundaries must be clearly defined. We operate as an independent fiduciary partner for TPAs, advisors, and recordkeepers; providing outsourced named fiduciary services that strengthen your value proposition without competing with your core business.
We provide:
- Co-fiduciary support for retirement plans
- Fiduciary compliance partnership
- Defined delegation and documentation
- Governance infrastructure
Current Partners
If you already work with Fiduciary Wise, this section provides:
- Ongoing governance resources
- Education materials
- Referral program information
- Compliance updates
- Access to structured support
Not Sure Where You Fit?
Start with our Fiduciary Checklist, a practical resource outlining the responsibilities of a Named Fiduciary under ERISA.
Download the checklist to:
- Understand what ERISA actually requires
- Identify common fiduciary blind spots
- Evaluate whether your current processes are defensible
- Prepare for increased fiduciary scrutiny and litigation risk