We team with Third Party Administrators to offer a complete package of fiduciary administration protection to your clients.

We aren’t TPAs. While our management team is made up of TPA owners, our staff are experienced HR and payroll professionals. Fiduciary Outsourcing exists to allow your clients to outsource their HR and payroll functions to us, not for us to take over the TPA’s highly technical job of providing non-fiduciary plan administration services. As part of our model, your client gets to keep working with all their current service providers so there is no need for them to change who they work with for TPA services.

The Benefits To You

Happier Clients

Your clients won’t have to deal with updating payroll records for retirement plan changes, downloading reports from investment company websites, mailing out notices, answering participant inquiries or any of the other pain points commonly associated by plan sponsors with their retirement plans. If plan sponsors don’t interact with the plan as often, they are less likely to be unhappy with the plan.

Retain Clients Longer

There are many studies that show a large percentage of plan sponsors move their plans because they encounter administrative issues that make them unhappy with current service providers. Fiduciary Outsourcing removes most of these administrative issues from the sphere of the plan sponsor allowing the plan sponsor to avoid spending time and getting aggravated. Happier clients remain your client longer.

Increase Profitability

Our staff leverages its 150+ years of collective experience to ensure that you get the correct data you need to perform all necessary compliance testing and prepare 5500 filings timely and accurately. Your staff will interact with us rather than interacting with your clients’ HR and payroll departments. Since our staff is trained and experienced to understand what you need as your client's TPA, you will see an increase in efficiency among your staff thereby increasing your profitability.

Be A Hero To Your Plan Sponsors

Clients occasionally ask, “Isn’t there an easier way?” You can now be the savior to your client and answer that question with a "Yes."  Your client can make their plan much simpler to live with utilizing Fiduciary Outsourcing’s fiduciary administration services.