ERISA Fiduciary Advisors, Inc.
Investment Management - Weston, Florida, United States
ERISA Fiduciary Advisors, Inc. Employees
ERISA Fiduciary Advisors, Inc. Details
ERISA Fiduciary Advisors, Inc. (EFA) was founded with the basic understanding that plan sponsors have significant fiduciary liability when sponsoring qualified retirement plans. This liability is personal in nature, cannot be eliminated, and can only be reduced through proper plan management. EFA specializes in the implementation of a complete fiduciary management process. EFA also recognizes the worthy endeavor of assisting participants in reaching their personal retirement goals. Unlike other service providers EFA actually steps up to the plate and accepts fiduciary liability, in writing as:* Discreationary or Non-discreationary Investment Fiduciary* 404(c) Fiduciary* Qualified Fiduciary Advisor (QFA)Thus, EFA will work with you to construct a retirement program that meets the expectations of your company, participants and the federal government.EFA is an independent Registered Investment Advisory firm that specializes in working with Qualified Retirement Plan Sponsors and Participants. As a fee based consultant we are product nueutral as long as it works for our clients. EFA is interested in working with providers that are recognized by independent industry experts as leaders in record keeping, administration, education and asset management. EFA is neither in the business of pushing products nor promoting vendors for a commission. EFA's exclusive goal is to assist Plan Sponsors and Participants in reaching their goals & objectives through proper plan and investment management. EFA will work with your existing provider to implement a full service fiduciary program.
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