At Fiduciary Advisors, LTD., we understand that retirement planning is one of the most significant investments a business can make in its future. Since 1990, our firm has been a cornerstone of pension consulting in Phoenix, AZ, guiding businesses of all sizes through the intricate process of retirement planning. With over three decades of expertise, our mission remains clear: to design and administer tailored retirement plans that align with the unique goals of every organization we serve. Our firm isn’t just another pension consulting provider; we are a dedicated business-to-business partner focused on securing financial futures through personalized retirement plan design, administration, and compliance.
Our Legacy in Customized Retirement Plan Design
Fiduciary Advisors, LTD. has built a reputation in Phoenix, AZ, for delivering customized retirement solutions that truly reflect the structure and needs of the businesses we serve. Whether your company is a small startup with a handful of employees or a mid-sized business poised for growth, we design pension and profit-sharing plans that fit—not just financially, but operationally and strategically.
From the beginning, our approach to pension consulting has been rooted in personalization. We reject the one-size-fits-all template in favor of creating retirement plans that speak directly to your workforce dynamics, business goals, and financial health. Our services include the development of 401(k) plans, defined benefit plans, cash-balance arrangements, and more. We offer detailed actuarial calculations, ensuring the math behind your plan is not only accurate but strategically optimized. Our team also handles enrollment meetings and provides full support for employee education, giving your staff clarity and confidence about their retirement options.
In Phoenix, a city bustling with growing businesses and economic innovation, retirement planning must be as forward-thinking as it is secure. Our deep understanding of this unique market allows us to cater to the specific economic and regulatory environment faced by Arizona-based businesses. That local expertise is critical to ensuring your retirement programs remain compliant and competitive.
Tailored Consulting for Every Business Need
At Fiduciary Advisors, LTD., our pension consulting process begins with a thorough understanding of your company. We dive into your business model, corporate culture, workforce demographics, and future growth plans to craft a retirement solution that complements and enhances your operational strategy. No two businesses are the same, and neither are our retirement plans.
Our consultation goes beyond setting up a plan—we help you think long-term. For companies in Phoenix looking for a reliable pension consulting partner, our process includes forward-looking projections, contribution strategies, plan integration with tax planning, and financial modeling. We listen, adapt, and build solutions that will not only satisfy today’s needs but also anticipate tomorrow’s opportunities.
Business pension plan consulting is a specialized discipline, and we bring an unmatched level of strategic depth to the table. Whether you want to incentivize key personnel through advanced profit-sharing structures or maintain cost-efficiency in your retirement funding, we customize every element of the plan with precision.
Additionally, as third-party administrators, we don’t just help you design the plan—we stay with you through every stage of implementation and ongoing maintenance. We monitor compliance, manage regulatory updates, and perform annual plan evaluations. This hands-on support ensures you remain focused on your business while we handle the complexities of your retirement program.
Regulatory Expertise That Protects Your Business
Navigating the legal landscape of retirement planning can be overwhelming. At Fiduciary Advisors, LTD., we take pride in our comprehensive understanding of federal and state retirement laws. Our advisors stay abreast of changes in legislation and IRS regulations, which means your retirement plans remain not only beneficial but also compliant.
Staying compliant isn’t just about avoiding penalties—it’s about protecting your employees’ futures and preserving the integrity of your business. Fiduciary Advisors, LTD. ensures that each retirement plan meets all ERISA and DOL standards. From nondiscrimination testing to plan audits and participant disclosures, we handle the entire compliance lifecycle with diligence and professionalism.
Our clients in Phoenix benefit from our proactive compliance strategies. We regularly review plan documents, update policies as laws evolve, and educate our clients on their fiduciary responsibilities. By reducing compliance risks, we give our clients the peace of mind they need to focus on growth and performance.
This regulatory vigilance is why businesses across Arizona trust us as their pension consulting partner. It’s not just about knowing the rules—it’s about applying them intelligently to create resilient, legally sound retirement plans that deliver lasting value.
Supporting Small and Medium Businesses Across Phoenix
Phoenix is home to a vibrant community of entrepreneurs and established businesses, many of whom lack the in-house resources to manage complex retirement structures. That’s where we come in. Fiduciary Advisors, LTD. specializes in supporting small- to medium-sized businesses that want to offer competitive retirement benefits without the burden of navigating pension regulations alone.
Our services are structured to remove the guesswork. We manage plan design, implementation, employee education, ongoing administration, and annual reviews. Our actuarial services ensure that even the most complex cash-balance or defined benefit plans are fully optimized and aligned with your financial goals.
We understand the challenges business owners face—from managing budgets to attracting top talent—and we work diligently to craft retirement programs that serve as strategic assets. With pension consulting tailored for Phoenix’s economic climate, we help local businesses grow while giving their employees a secure and clear path to retirement.
Moreover, we conduct face-to-face and virtual enrollment meetings that make plan benefits and features understandable to every employee, regardless of their financial literacy. We empower workforces while alleviating HR burdens for employers.
Your Local Experts in Pension Consulting, Phoenix, AZ
Being locally based in Phoenix since 1990 gives us a home-field advantage. We don’t just work here—we live here, understand the community, and are deeply invested in the long-term financial health of businesses in our region. This local commitment sets Fiduciary Advisors, LTD. apart from national firms that lack the nuance required to serve Arizona-based companies effectively.
We offer more than pension consulting—we offer partnership. Our clients return year after year because they trust our consistency, value our insight, and appreciate our unwavering commitment to their success. We’ve built long-standing relationships with accountants, attorneys, and financial professionals across Phoenix, enabling us to offer seamless, holistic service that integrates with your broader financial ecosystem.
Remember, retirement planning should never be reactive. With Fiduciary Advisors, LTD., it’s always strategic, customized, and compliant. Let’s build a retirement future that works for you and your employees—securely, intelligently, and confidently.
Need Pension Consulting & Pension Plans in Phoenix, AZ?
Fiduciary Advisors, Ltd. is a business-to-business associated pension administrator based in Phoenix, Arizona, since 1990. We specialize in designing and planning employee retirement programs, pensions, profit sharing, and are third-party administrators for 401K for small- to medium-size businesses. We conduct enrollment meetings, prepare detailed actuarial calculations, cash-balance plans, and financial consultation for all businesses. Give us a call today for more information!