Plan Concierge Service

The U.S. Department of Labor recognizes that plan fiduciaries will almost certainly hire service providers to assist them with fulfilling their responsibilities. Our Plan Concierge Service is designed to reduce the administrative burden for plan fiduciaries, by expertly advising them around the various functions traditionally shouldered by under-experienced “in-house” personnel.

Fiduciary Insight strives to mitigate a plan sponsor’s ancillary obligations, by employing a flexible set of solutions designed specifically for plan fiduciaries. By engaging our Plan Concierge Service, plan fiduciaries can demonstrate their 401(k) plan is being managed with the requisite expertise required under ERISA.

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