FiduciaryWor(k)s is laser-focused on supporting the community of fiduciary-focused retirement plan advisors through technology and training. The company's flagship product, FiduciaryRx™, empowers advisors with modern tech to diagnose, prescribe and improve Fiduciary Wellness™ for employers and their people. It enables advisors to have better conversation, tell a better story, and deliver a better experience to retirement committees.
Great retirement outcomes and true financial wellness for employees can only be achieved when retirement fiduciaries make courageous decisions in the 6 key dimensions of Fiduciary Wellness™. These include fiduciary governance, plan design, fee structure, investment process, participant support and provider management. Using nearly 50 industry best practices, FiduciaryRx™ quantifies and assigns a Fiduciary Wellness Score™ for each plan and enables advisors to recommend specific actions that be taken to improve outcomes.
Advisors that use FiduciaryRx™ leverage behavioral finance to lead their clients to a better fiduciary future for themselves and a better financial future for their employees. In doing so, they deliver pure "Advisor Alpha", demonstrate their value, build confident, loyal clients and become a HERO to the thousands of people who depend on their expertise and judgement.
FiduciaryWor(k)s has also developed an industry-leading fiduciary training platform, in consultation with renowned ERISA attorney, Fred Reish. With two programs, one for industry professionals and one for retirement committee members, FiduciaryWor(k)s educates and elevates the performance and decision-making of plan fiduciaries.
American workers depend on the good judgement of their employers and advisors for their retirement security. FiduciaryWor(k)s provides the tools, technology, and training to help American workers retire with dignity instead of despair.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 14320 Jarrettsville Pike,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.fiduciaryworks.com
- Keywords
- Phoenix.
- HQ
- Phoenix, Maryland
Fiduciaryworks Questions
Fiduciaryworks's website is https://www.fiduciaryworks.com
Fiduciaryworks's LinkedIn profile is https://www.linkedin.com/company/fiduciaryworks
Fiduciaryworks has
1 employees.
View email and phone details for 1
employees at Fiduciaryworks.
Fiduciaryworks's industry is
Financial Services
Fiduciaryworks's top competitors are
Greenspring Advisors,
Philotes Llc,
Planfees,
Stickybid,
Rock Steady Wealth, Inc.,
Flexpath Strategies,
Dovetail Financial,
Method Creek Software,
World Market Advisors,
Plan Notice.
Fiduciaryworks's categories are Financial Services
Fiduciaryworks's founding year is 2021
