What Do We Do?

Independent Fiduciary ConsultantsSM is the first regional investment consultant to employ techniques derived from behavioral economics to help trustees and plan sponsors from prestigious companies and organizations reduce their personal fiduciary liability. Because of the market’s volatile unpredictability, investment decisions concern most people. We help 401k plan sponsors and participants in two ways: First, we provide critical due diligence, oversight, and documentation to the ERISA/401k plan sponsors in a way that helps reduce fiduciary liability. Second, we frame the plan’s structure, including the design of the investment option menu, to help encourage employee’s to save more and help lead them away from tricks, traps, and troubles often found in retirement plans. We’ve created a easy-to-understand process that helps individuals and organizations think about – and answer – these questions in ways they have never before considered.