Fiduciary Guardian - Your best tool for fulfilling your fiduciary responsibilities and guarding your company and professional fiduciary status.
Fiduciary Guardian Shields
Permanent and accessible record of:
 Participant contact information
Delivery of required plan notifications
Salary deferral, catch up and taxation elections
Beneficiary designations
A one page participation summary
Investor risk tolerance evaluations
On-line investment education
Access plan documents, participant communications and required notices
Don't take our word for it. Preview On-line Education or Register to set up an account for a glimpse of this revolutionary, new, complete 401(k) administration and education tool. Then you can see just how Fiduciary Guardian makes all other conventional 401(k) education and administrative systems obsolete!
Fiduciaries and participants have easy access to contact information. This information is maintained on-line by the participant. Every change made is date and time stamped and permanently maintained in the system. CloseAll documents that are required to be delivered by notification are required to be viewed by the participant. All electronic delivery is date and time stamped and maintained in the system. Participant may print or request hard copy of each required notification. CloseDynamic forms direct participants through steps for salary deferrals, catch-up and taxation elections by intuitively and automatically identifying the information required for completion of proper 401(k) enrollment. CloseParticipants are guided through the various conditions associated with designating their beneficiaries that automatically populate or update the appropriate designations based on personal profile information recorded for each participant. CloseA concise, one-page summary is automatically generated, capturing salary deferral elections, beneficiary designation, required documents/notifications, risk score and risk classification, and education, any time the participant updates or makes changes to that information. This provides a convenient record for the participant to save or share with the 401(k) administrator. CloseParticipants are guided through easy steps to establish and evaluate their tolerance for risk when making investments in their plan. Their risk score and evaluation form the basis for their plan investments. CloseOne of the most comprehensive, yet simple to use online investment education programs available is an integral part of Fiduciary Guardian. Brief narrated slide presentation segments with helpful graphics and charts make financial education available to participants anytime... even from their home. CloseIntegral to Fiduciary Guardian is instant, 24-7, downloadable access to relevant documents, communications, notices, and forms that create a written history of fiduciary actions and plan rights, benefits, and features. All of the above can be uploaded to the system for permanent storage and easy access. Close |
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