Professional Fiduciary Advisors
Professional Fiduciary Advisers, LLC (PFA) has a very simple mission: Provide Plan Sponsors with peace of mind. How does PFA do that? Simply by acting as a fiduciary and placing the client’s best interest first, while providing objective and actionable advice, relative to each, unique retirement plan. Whether it be as a 3(21) or 3(38) fiduciary, PFA will guide the plan sponsor, making certain all applicable ERISA rules are followed. Compliance is at the forefront of every relationship and every solution is uniquely tailored for the plan sponsor and employee participants.
Succinctly, ‘Money Invested + Professional Expertise Leveraged = The Benefit of a Lifetime™ for all.’
Flexibility is the key to every relationship with PFA. As a Plan Sponsor, you decide the level of involvement and can select from three comprehensive services:
Regardless of the level of service provided, PFA will always act in a fiduciary capacity, led by a CFP™ professional in all Plan Sponsor and Employee interactions, in order to give The Benefit of a Lifetime™.