Fi401k Advisors, LLC Employee Directory

Financial ServicesColorado, United States2-10 Employees

Fiduciary Insight (Fi401k) is an organization dedicated to assisting small and medium-sized business owners and their executive officers in the management of the investments held within their company-sponsored workplace retirement savings plans.  Fi401k provides retirement plan fiduciaries peace of mind by delivering a suite of investment solutions that are based upon three core principles: 

PRUDENCE
Fi401k provides a standardized  Investment Policy Statement (IPS) which provides a logical framework for determining the permissible investment alternatives that may be offered within a 401(k) retirement savings plan.  By adopting the Fi401k IPS, any plan fiduciary can demonstrate their use of a prudent methodology for determining their plan’s investment options.

DILIGENCE
Fi401k also provides a documented  Investment Selection & Review Procedures (ISRP) that provides a prudent process by which the plan’s designated investment options are consistently monitored, periodically reviewed and occasionally re-evaluated or replaced.  By employing the Fi401k ISRP, any plan fiduciary  can demonstrate their diligence around the ongoing monitoring of their plan’s investment options. 

SKILL
Fi401k was founded by retirement services professionals who have over 50 years of combined experience managing investments for workplace retirement savings plans, including professionals who carry the Accredited Investment Fiduciary Analyst (AIFA) and Global Fiduciary Specialist (GFS)  credentials.

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