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401k & 403b Fiduciary Advisors, Inc.

401k & 403b Fiduciary Advisors, Inc. in San Mateo, CA
10 Scenic WaySuite 108, San Mateo, CA 94403
(650) 931-2650

Contacts

Street address:
10 Scenic WaySuite 108

City / suburb:
San Mateo

County:
San Mateo

State:
California

ZIP code:
94403

Phone:
(650) 931-2650 (Primary Phone)

E-mail:
jkp@401k403bfa.com

GPS Longitude:
-122.324119567871

GPS Latitude:
37.5343475341797

Business description

"Helping Plan Sponsors Meet Their Fiduciary Responsibilities."

401(k) & 403(b) Fiduciary Advisors, Inc. is a 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. Fiduciary Investment Advisory Services Serving Corporation and Non-Profit Retirement Plans: - Plan Design Review - 401(k), 403(b) and 457 Plan Design - Fee and Service Benchmarking - Independent Provider Analysis and Searches - Detailed Investment Analysis and Due Diligence - ERISA §404(a) and §404(c) Guidance - Employee Retirement Education and Communications - Review and Actively Monitor Fiduciary Responsibility

General information

Business data
Estimated number of employees: 2 to 4
Annual sales estimate: 0
City / suburb: San Mateo, CA
County: San Mateo
Products

pension & profit sharing plans, 401(k), 403(b), 457, retirement planning service

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More details about this business

According to our records, this business is located at 10 Scenic WaySuite 108 in San Mateo (in San Mateo County), California 94403, the location GPS coordinates are: 37.5343475341797 (latitude), -122.324119567871 (longitude). 401k & 403b Fiduciary Advisors, Inc. is categorized under Pension and Retirement Plan Consultants. Current estimates show that the unit has a sales volume of $$100,001 to $500,000 and staff of approximately 2 to 4 people. You can contact the company by phone at (650) 931-2650.
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