Overview

“Creating Ongoing Successful Retirement Plan Experiences for Employers and Employees.” 401(k) & 403(b) Fiduciary Advisors, Inc. is an independent qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. We provide fiduciary and investment guidance for institutional plan sponsors of 401(k), 403(b) and 457 defined contribution plans. Our sole focus is retirement plan consulting. As a prudent expert, we strive to provide objective and unbiased advice to trustees, administrators and fiduciaries of qualified retirement plans. • Provider Benchmarking • Investment Analysis • Retirement Plan Design Consulting • ERISA §404(a) and §404(c) Guidance • ERISA §3(21) and §3(38) Services • Employee Enrollment and Education Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Form CRS Kestra investor disclosures — www.kestrafinancial.com/disclosures. 401(k) & 403(b) Fiduciary Advisors, Inc. is not affiliated with Kestra IS, Kestra AS, Retirement Plan Advisory Group (“RPAG”), or any other entity listed on this website or social media platforms. This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this website are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The website links referenced are being provided strictly as a courtesy.