Advisors, TPAs & Recordkeepers
Independent fiduciary services that strengthen, rather than compete, with you.
Fiduciary Wise partners with advisors, TPAs, and recordkeepers to provide outsourced ERISA 402(a) Named Fiduciary services and fiduciary compliance infrastructure.
We do not compete with TPAs, Recordkeepers, or Advisors.
Why Structure Matters
Under ERISA, unclear delegation creates exposure.
Many service providers operate in good faith but without defined fiduciary lines.
We provide:
- Independent fiduciary services under ERISA
- Co-fiduciary support for retirement plans
- Documented delegation structures
- Fiduciary oversight and compliance monitoring
- Retirement plan governance framework
Our role enhances your value proposition by reducing ambiguity and liability risk.
Advisors, TPAs & Recordkeepers
- Fiduciary partner for TPAs
- Structured oversight complementing administrative services
- Clear documentation of delegation
- Support for Pooled Employer Plans (PEPs), Multiple Employer Plans (MEPs), & Defined Contribution Groups of Plans (DC GoPs)
For Advisors
- Outsourced named fiduciary services
- ERISA fiduciary liability management support
- Defined boundaries between advice and fiduciary authority
- Governance infrastructure to support high-value clients
For Recordkeepers
- ERISA fiduciary services for recordkeepers
- Independent governance partner
- Reduced institutional risk exposure
