Contact Us 

888.402.9473 (WISE) Ext. 404
|
  • Home
  • About
    • Our Mission
    • Contact
  • Services
    • Our Services
    • MEPs and PEPs
  • Our Team
    • Don Jones
    • Tom Bick
    • Trevor Merrill
    • Michael Jones
    • Marta Hurst
    • Full Team
  • Resources
    • Ask A Fiduciary
    • Essential News
    • Articles
    • Brochures
  • M.A. Login

3(16) plan administrator 401k Optimization 402(a) named fiduciary AIF AIFA Cunningham v. Cornell University Employee Benefits ERISA §1106(a)(1)(C) ERISA 402(a) Specialist ERISA Compliance ERISA fiduciary compliance ERISA plan compliance checklist ERISA Section 402(a) ERISA Section 404(a)(1) fiduciary best practices 2025 Fiduciary Responsibility fiduciary responsibility retirement plan Fiduciary Wise fiduciary wise services explained how to comply with ERISA as a plan sponsor HR fiduciary responsibilities 2025 Isaac Wood Named Fiduciary plan sponsor liability post-Cunningham ERISA guidance prohibited transaction ERISA reducing fiduciary liability in retirement plans retirement plan litigation risk Retirement Plan Management Retirement Plans service provider ERISA compliance Supreme Court ERISA ruling Supreme Court impact on retirement plans what is a named fiduciary under ERISA

Welcoming Isaac Wood, AIF, AIFA®: Elevating 401k Optimization and ERISA Compliance

We are excited to announce the newest addition to our Fiduciary Wise team: Isaac Wood, [...]

Time to take the risk out of your retirement Plan

Let our industry experts navigate for you the maze of ERISA rules and Regulations.

Phone:

888-402-9473 (WISE) Ext. 404

Email:

Contact Page

Address:

2487 South Gilbert Road,
Suite 106-454
Gilbert, AZ 85295

© 2025 Fiduciary Wise

Website Design by Big Tuna

Top

Skip to content
Open toolbar Accessibility Tools

Accessibility Tools

  • Increase TextIncrease Text
  • Decrease TextDecrease Text
  • GrayscaleGrayscale
  • High ContrastHigh Contrast
  • Negative ContrastNegative Contrast
  • Light BackgroundLight Background
  • Links UnderlineLinks Underline
  • Readable FontReadable Font
  • Reset Reset