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.

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.

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.

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.