Fiduciary Outsourcing

Who We Are

Fiduciary Outsourcing is a provider of fiduciary retirement plan administration for qualified retirement plans throughout the United States. Our team of ERISA retirement plan experts are uniquely qualified to step in as plan fiduciary and assume the liability of the plan’s administrative functions. We take the guesswork out of being a plan administrator by applying over 150 years of collective experience and expertise to ensure retirement plans are run efficiently and correctly.

Sue Perry President

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The role of a retirement plan fiduciary is to help make sure the plan avoids compliance problems and risks by doing the right things the right way. This sets a course for success.
Sue Perry

Sue is a retirement plan expert with more than 25 years of experience managing daily valuation recordkeeping as well as managing a third party administration firm with more than 25 employees. She brings knowledge and practical experience in plan design, implementation, and administration of all types of defined benefit and defined contribution plans to help each client succeed. Sue is also a highly regarded voice on pension related subjects and is a frequent speaker at national events hosted by the IRS and industry organizations.

As Fiduciary Outsourcing’s President, Sue oversees the company’s consulting practice and program management. In addition to this role, Sue holds a majority interest in Edberg & Perry, Inc., a third party administration firm in Phoenix, Arizona.

Credentials

Enrolled Retirement Plan Agent (ERPA)
ASPPA* Certified Pension Consultant (CPC)
ASPPA Qualified Pension Administrator (QPA)
ASPPA Qualified 401(k) Administrator (QKA)
NIPA** Accredited Pension Representative (APR)
NIPA Accredited Pension Administrator (APA)
FI360 Accredited Investment Fiduciary (AIF®)
ASPPA Qualified Plan Fiduciary Advisor designation (QPFA)
NPSG*** Accredited Fiduciary Administrator (AFA)

*ASPPA stands for the American Society of Pension Professionals and Actuaries
**NIPA stands for the National Institute of Plan Administrators
***NPSG stands for the National Pension Study Group

Connect with Sue

Andrew Molzahn Vice President

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Well thought out and documented processes minimize fiduciary risk. Creating such processes and implementing them for our clients ensures plan administration is done correctly.
Andy Molzahn

As one of the top retirement plan administrators in the country, Andy is responsible for overseeing the day to day operations of Fiduciary Outsourcing. His 13 years of experience allows him to act as our internal expert on getting plan administration right. His extensive background with the operation of all types of defined benefit and defined contribution plans help each or our clients succeed in avoiding compliance problems and minimizing fiduciary risks.

As Fiduciary Outsourcing’s Vice President, Andy oversees the company’s operations and staff. In addition to this role, Andy holds a minority interest in Edberg & Perry, Inc., a third party administration firm in Phoenix, Arizona.

Credentials

Enrolled Retirement Plan Agent (ERPA)
ASPPA* Qualified Pension Administrator (QPA)
ASPPA Qualified 401(k) Administrator (QKA)
NPSG** Accredited Fiduciary Administrator (AFA)

*ASPPA stands for the American Society of Pension Professionals and Actuaries
**NPSG stands for the National Pension Study Group

Connect with Andy