3 Investment Fiduciaries
Financial Services, Simi Valley, California, United States, 1-10 Employees
Who is 3 INVESTMENT FIDUCIARIES
Let us be your Fiduciar(ease)TM and let you EASILY scale your 401(k) practice. 3(38) Investment Fiduciaries is a 401(k) back office for financial advisors. Partner with 401(k) specialists...
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Headquarters: Simi Valley, California, United States
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Employees: 1-10
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Revenue: Under $1 Million
Industry: Financial Services
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Frequently Asked Questions Regarding 3 Investment Fiduciaries
Answer: 3 Investment Fiduciaries's headquarters are located at Simi Valley, California, United States
Answer: 3 Investment Fiduciaries's official website is https://338if.com
Answer: 3 Investment Fiduciaries's revenue is Under $1 Million
Answer: 3 Investment Fiduciaries has 1-10 employees
Answer: 3 Investment Fiduciaries is in Financial Services
Answer: 3 Investment Fiduciaries contact info: Phone number: Website: https://338if.com
Answer: Let us be your Fiduciar(ease)TM and let you EASILY scale your 401(k) practice. 3(38) Investment Fiduciaries is a 401(k) back office for financial advisors. Partner with 401(k) specialists as your back office for anything retirement plan! In addition to being your client's 3(38) investment fiduciary, our office provides: Custom Fund Menus - Tailor build your plans investment menu based on asset classes, fund family, cost, etc. Online Plan Vault - Organize and view your client data through our single sign-on online plan vault. Quarterly Investment Reporting - We provide quarterly investment reporting with commentary. Committee Meetings* - Our team is able to participate in committee meetings. Fee Benchmarking* - Our office can provide ongoing fee benchmarkings to ensure the plan is competitive. *certain restrictions apply.
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