Fiduciary Wise, LLC

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2487 South Gilbert Road, Suite 106-454
Gilbert, AZ 57038
About Fiduciary Wise, LLC
  • We at Fiduciary Wise provide ERISA-402 "Named Fiduciary" and 3(16) "Plan Administrator" services to Plan Sponsors.

    Like you would hire a CEO to run the day-to-day responsibilities of your business, we serve as the CEO of individual 401(k) and ERISA 403(b) Plans, as well as the Plan Sponsor for Multiple Employer Plans (MEP's).

    And now under the SECURE Act, we will soon be a Pooled Plan Provider (PPP) and the sponsor of multiple Pooled Employer Plans (PEPs).

    If a company owner, or the HR/Benefits department, want to outsource almost all their fiduciary risk to an outside fiduciary, please consider us.
Competitors of Fiduciary Wise, LLC
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    The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries. Read More
White Papers by Fiduciary Wise, LLC
  • The case for a "CEO" for your 401(k) Plan By

    Business owners typically have no interest, or expertise, in overseeing their company 401(k) Plan. Their HR department is typically those to whom the owner delegates the day-to-day responsibilities. Most HR managers also have little time, nor desire, to know all the ins-and-outs of their... Read more