Pension Plans

A qualified retirement plan is an extremely valuable asset.
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Exceutive Plans

We have the expertise to design plans that
best serve our clients’ priorities
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Retirement Plans

We recognize that selecting a plan
is just the beginning…
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Defined Benefit Plans Defined Contribution Plans Solo 401(k) Plans

Pension Consulting & Pension Plans in Phoenix, AZ

For over 30 years, Fiduciary Advisors, LTD. has been providing business owners across the country with expert advice on retirement plans from our offices in Phoenix, AZ. We know that your business is unique, and that your employees have unique needs as well. Our clients serve as retirement fiduciaries of their plans and as such, depend on our advice. We appreciate the trust they place in us and our decades of experience with executive plans and more.

Retirement Consulting Plans and SolutionsFiduciary Advisors, LTD. understands how important it is for businesses of all sizes, one person to hundreds of employees, to offer retirement benefits—and what those benefits mean to a business and its employees. We’re leading providers of pension consulting in Phoenix, AZ, offering expertise on a wide variety of retirement plans. Quality communication and a keen ear allows our team to design your company the retirement plan program that helps achieve the goals you have in mind.
If you’re ready to take control of the risk of your employees’ retirement plans, our pension plans are attractive options allowing you and your employees to know what to expect for the future. In some cases, open-only plans may be more appropriate for your situation. We can help you decide which is most applicable and beneficial for your business and employees. Then, we tackle setup and administration to help you get these programs online.

What makes us different

What makes us different from other TPA’s and pension consulting experts in Phoenix, Tempe, Scottsdale and all of Arizona is that we tailor our pension plans according to your priorities, while complying with all relevant laws and statutes, to ensure that the plan’s qualified status remains secure. We meticulously monitor legislation and its impact on our policies to remain on the cutting edge of our industry. We meticulously monitor legislation and its impact on our policies to remain on the cutting edge of our industry.
About Us Plan Administration

As a retirement fiduciary, you can rest assured that our services are always good value-based.

We know you have a lot on your plate when it comes to running your business. Your time is a precious commodity. That’s why we do everything we can to make this part of your job easy for you. Leave the retirement plans to us so that you can get back to business, with peace of mind about what the future has in store.

As a retirement fiduciary, you can rest assured that our services are always good value-based.
We take you completely through the setup process of any type of retirement plan.
We make ourselves available at all times for our clients, for swift answers and solutions.
We specialize in working with small-to-medium-sized companies throughout the United States.
Our expertise with creative retirement programs and Exe(k)utive plans includes various defined benefit, cash balance and defined contribution plan combinations.

Dedicated to Serving Businesses

We aim to serve business owners with the best possible retirement advising and Exe(k)utive plans. Contact us today and discover how we can help you achieve your business and retirement goals.
Serving the following areas: Phoenix, AZ | Glendale, AZ | Paradise Valley, AZ | Tempe, AZ | Scottsdale, AZ | Peoria, AZ | Mesa, AZ | Sun City, AZ | Avondale, AZ