Small Business.
Big Efficiencies.
Fiduciary Firewall services are as easy to implement as they are efficient. Our single contact point solution allows you to focus on your business, knowing your plan and employees are being taken care of.
ISO. CEFEX.
Lloyd’s of London.
Powerful protection.
CEFEX-certified firms adhere to a standard representing best practices in their industry, with certification audits based on ISO 19001 and ISO 17021.
The International Organization for Standardization (ISO) brings global experts together to agree on the best way to do things.
Lloyd’s is the world’s leading insurance market providing specialist insurance services to businesses in over 200 countries and territories.
Total Fiduciary Solution 401(k)
A single point of contact and fully-outsourced fiduciary solution that allows plan sponsors to focus on running their business, not their plan.
Services for small business.
Making it easier.
Single point of contact for employers and employees.
Face-to-face fiduciary advice and services
One-step solutions: Everything except payroll
Total Fiduciary Solution 401(k)
A single point of contact and fully-outsourced fiduciary solution that allows plan sponsors to focus on running their business, not their plan.