The new paradigm: objective advice and guidance
Chamberlain Fiduciary Consultants (CFC) is an independent advisory firm that works with plan sponsors to analyze their 401(k) plans and suggest ways to enhance plan features that can:
- Improve future retirement for participants
- Decrease plan costs
- Increase the investment return for the level of risk taken
- Decrease employer ERISA liability
Our approach is very different than the typical Broker Dealer or insurance company sales methodology. We address the problems that are inherent with the “sale of a plan”. CFC operates as a Registered Investment Advisor, regulated by the State of California. As such, we are a Fiduciary and are held to the highest legal standards and ethics.
Small & mid sized 401(k)s need help
Many small and mid-sized business owners don’t have the time or expertise to effectively monitor their retirement plan. Nor do they understand the associated fees, or their ERISA duties and responsibilities. Most plan participants don’t know how to make their 401(k) an efficient retirement income-producing tool.
As a result, the financial services industry has been taking advantage with excessive and/or hidden fees, as well as questionable investment options. The solution? Both employers and employees need to have professional advocacy to enhance their plan’s ability to meet the objective of their 401(k).
Advice benefiting both employees and employers!
We are committed to unbiased advice, full disclosure, exceptional service and fair compensation. A persons’ retirement plan may be one of their largest assets and by its very nature requires planning, discipline, and vision. CFC advice is based on “Generally Accepted Investment Principles” and we use state of the art technology to provide easy to understand, yet exceptional individualized results for plan participants.
Contact us today to get started on a better tomorrow!
CFC has offices in Santa Cruz, Campbell and Sacramento.