Fi401k Advisors, LLC Email Format
Financial ServicesColorado, United States2-10 Employees
Fi401k Advisors, LLC, operating as Fiduciary Insight, serves the financial services sector by helping small and medium-sized business owners and their executive officers manage investments within company-sponsored workplace retirement plans. It provides a set of investment governance tools grounded in three core principles: prudence, diligence, and skill, to support fiduciaries in making prudent, well-documented decisions. A key aspect of its offering is a standardized Investment Policy Statement and an Investment Selection and Review Procedure that guide the eligibility of investment options and the ongoing monitoring of plan investments. The firm is based in Greenwood Village, Colorado, and is led by retirement services professionals with more than 50 years of combined experience, including credentials such as Accredited Investment Fiduciary Analyst and Global Fiduciary Specialist. The target market consists of small- to mid-sized businesses and their executive officers seeking structured fiduciary governance for company retirement plans.