Streamlined Fiduciary Services for Your Retirement Plans

Financial Designs collaborates with partners to offer a comprehensive suite of fiduciary services tailored for retirement plans. Our offerings include 3(16) Plan Administrator, 3(21) Fiduciary Investment Advisor, 3(38) Investment Manager, 402(a) Named Fiduciary, Discretionary Trustee, and PPP services.

You can concentrate on your core business, customers, and employees, without the need for an executive or manager to act as the named trustee or forming a retirement plan committee.

Fiduciary experts consult all aspects of your retirement plan and administrative functions. These services are ideal for privately-held companies in sectors such as construction, manufacturing, medical, dental, veterinary, professional and legal services, and other service organizations.