Fiduciary Solutions that Transform your Business
Download Ebook
No matter the size of the plan, large or small, IFC delivers fiduciary services to plan fiduciaries, trustees, and committee members. We are invested in you and your committee, helping you navigate fiduciary landscape.
Independent Fiduciary Consulting
If you are not an expert, the DOL strongly advises you to hire one.
What's the Best Way to Limit your Liability?
Hope you never get audited?
Become a Fiduciary expert?
Hire a Fiduciary expert that will help you keep compliant, reduce your risk and ease administrative burdens.
Free Ebook
About IFC
Buck Blanton
CLU, ChFC, AIF, RF, GFS, CPFA
Buck has been in the financial services industry for over 40 years with an emphasis in executive benefits and retirement plans for 35+ years. He is a graduate of Florida State University’s College of Business.
Buck has earned both the Chartered Life Underwriter and Chartered Financial Consultant designations as well as the Accredited Investment Fiduciary from the Center for Fiduciary Studies, The Registered Fiduciary designation from DALBAR, the Global Financial Steward designation from 3Ethos and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors.
Buck has published articles in Life Insurance Selling, CLU Journal’s Sections (Executive Benefits), and Employee Benefit News, and Accounting and Financial Planning for Law Firms.
Our PROMISE to YOU: We never forget the people who make our communities work and offer a profound commitment to protect hard-earned assets and promote future financial security.
Call Today: 904-955-0853
Do you handle contributions to the plan?
Are you the trustee on your company’s 401(k) plan?
Do you exercise any discretion in administering the plan?
If the answer to any of these questions is yes. . . Then Congratulations!
You’re a Fiduciary!
Investment Analysis and Review
Discover the qualitative and quantitative results of all plan investments
Real Time Expense Breakdown
Benchmark
Reports
Failure to Monitor & Failure to Follow documents are the most common plan compliance mistakes that could cost you thousands of dollars.
Excessive fee cases will move down market as DoL activity resurges in 2023 with smaller plans being targeted. The average fine starts at $400k, regardless of company size.
Call Today: 904-955-0853
Fiduciary Awareness
Services include:
A. Plan Fiduciaries
B. Plan Parties in Interest
C. Selecting and Monitoring Service Providers
D. Selecting and Monitoring Plan Investments
E. Plan Governance and Compliance
F. Maintaining the Fiduciary Audit File
G. Fidelity Bond and Fiduciary Liability Insurance
H. Document Review
I. Prohibited Transactions and Conflicts of Interest
J. Fiduciary Best Practices and Administrative Compliance Review Process
K. Annual Audit Procedure
Investment Review
Services include:
A. Investment Committee and Investment Policy Statement
B. Quantitative and Qualitative Analysis
C. Documentation of Meetings and Recommendations
D. Investment Selection/ De-Selection Process
Call Today: 904-955-0853
Communication & Education
Services Included:
A. Education Meetings
B. Plan Information and Communication Process
C. Claims and Appeal Process
D. Section 408b2 and 404a Disclosure Process
Call Today: 904-955-0853
Investment Analysis & Review
Services Included:
This section looks at all plan investments and provides analysis from independent industry filters to find the qualitative and quantitative results of these investments.
Call Today: 904-955-0853
Expense Breakdown
Services Included:
This section looks at all plan expenses from all service providers and compares them to other market pricing in all areas.
Call Today: 904-955-0853
Benchmark Reports
Services Included:
This section breaks down and compares plan provisions and plan fees compared to similar plans of similar industry and size with both participant count and asset size.
Learn about fiduciary compliance, access helpful checklists, and more!
Call Today: 904-955-0853
Independent Fiduciary Consulting
Email Address
Info@Fiduciaryhelptoday.com
Mailing Address
6501 Arlington Expressway
Suite 213B
Jacksonville, Fl 32211
Phone Number
904-955-0853
Contact Us
