Fiduciary Firewall. CEFEX-certified. Trustworthy. Flexible. Taking care of your clients. Learn more.
Firewall power.
Put to work.
Fiduciary Firewall plans, protections, and services work together to give your enterprise and employees the power and flexibility to do what needs doing.
Experience, certification and adherence to standards.
All working for you.
The foundation upon which Fiduciary Firewall is build provides plan sponsors, employers and key decision-makers that the knowledge that their decision to retain Fiduciary Firewall was prudent and defensible. So your team has the fiduciary protection it needs to get the job done while maximizing employee wellbeing and retirement results.
Experience
Fiduciary Firewall has managed 401(k) plans since 2004. We cover over 50 employers and 80 locations, partnering with some of the largest independent institutional custodians in the US.
Adherence
Fiduciary Firewall’s processes are grounded in standards established by fi360 and the Center for Fiduciary Studies in its Prudent Practices for Investment Standards handbook.
Certification
Fiduciary Firewall Advisers was the second US firm to receive CEFEX’s Fiduciary Support Services Certificate and the 72nd CEFEX-certified investment adviser nationwide, one of only two in Michigan.
Bulletproof Indemnification
Fiduciary Firewall’s contracts explicitly declare our status as an ERISA fiduciary. They feature indemnification from liability that results from our actions or you following our advice.
Lloyd’s of London Insurance
As a last line of defense, Fiduciary Firewall maintains professional liability insurance policies through Lloyd’s of London, covering our fiduciary services to plans and participants.
Anything’s possible when we build your firewall.
Fiduciary Firewall delivers with a single point of contact model, assuring plan fiduciaries are protected and their administrative burden minimized. Participants benefits from onsite services and advice, a robust web portal, learning tools, and access to personal financial planning and retirement services.
Investment Management
Primary responsibility, discretion, and liability for the selection and oversight of plan investments is formally assumed by Fiduciary Firewall Advisers — a CEFEX-certified ERISA 3(38) fiduciary.
Plan Management
Primary fiduciary responsibility and liability for day-to-day plan operations is assumed by Fiduciary Firewall Administrators, acting as the plan’s ERISA 3(16) administrative fiduciary.
Fiduciary Governance
Fiduciary Firewall Consulting is the fiduciary with primary responsibility for assuring the plan fulfills its regulatory obligations and complies with established standards of governance.
Document Vault
Built on the DOD-compliant chassis from Microsoft, Fiduciary Firewall’s online document vault provides plan fiduciaries with secure 24/7 access to the plan’s fiduciary file and other documents.
The Firewall factor.
From industry to industry.
Fiduciary Firewall is already changing businesses across industries–from retail to manufacturing and services. Because Firewall services interact seamlessly with existing corporate infrastructure, implementation is as easy as it is secure.
Food service
Hollywood Markets
Our retirement services help Hollywood Market retain employees.
See the full story
Manufacturing
Yan Feng
Our plan management help keeps the laser focus.
See the full story
Healthcare
Heartland Health
Care, consistency and concern for every detail.
See the full story
Automotive
Autoport
Experience. Due diligence. And adherence to defined standards.
See the full story
We’re here to help.
On every level. In every way.
Participant Investment Advice
Provided by salaried fiduciary advisers during enrollment phase and ongoing worksite visits.
Participant Portfolio Management
Risk-based and retirement-date managed portfolios are available to all participants at no extra charge.
Retirement Planning Services
Participants receive vouchers for a Financial Lifestyle Analysis to test their retirement goals.
Financial Wellness Education
Experiential workshops are conducted by Cygnet Institute of Personal Financial Literacy.
Getting started
We’re here to help you find the best and most cost-effective solution for your company.
