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Services and Pricing

How the pricing works

      Diagnosis only                                       Diagnosis and Treatment                                    Prevention                 

Red Flag Alert

Send data for review. Receive back an alert about issues that could expose you to fiduciary litigation.

Price: $498

SAFE-D Fiduciary Safety System

Data analysis, worksheets and signature ready minutes proving your proper execution of mandatory ERISA 404(a) and 408(b)(2) fiduciary duties

Price: $750 plus $27 per plan participant

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Fiduciary Safety Webinar

Training Webinar for your in-house 401(k) staff

Price: starting at $1,750.

Protecting is 1% of the cost of defending.

Ready to get started?

Scehedule your free fiduciary risk assessment

Ready to Get Started?

Schedule Your Free Fiduciary Risk Assessment

Take The free Quiz

and get Your report

What 401(k) Lawsuit Risk Are YOU Taking?

Inside your FREE Report you’ll discover:

  • Your #1 risk category
  • Why it is different
  • Implications

 

Also – 3 FREE Boundary Illumination videos – safe vs. sued border lines

  • The 4 lawsuits (out of 20) that matter
  • Who actually gets sued 
  • 4 fatal fiduciary flaws 

 

And a deep discount on The 401(k) Lawsuit Playbook, A Fiduciary’s Guide, insider tips and actionable advice.

SAFETY IS FREE – IF YOU KNOW WHAT  TO DO

Take the Quiz Now

Fiduciary SafeHarbor

401(k) Fiduciary Safety Consulting

 

The SAFE-D Fiduciary Safety System performs the analysis and creates the evidence that proves you did your job properly,  your fiduciary safety. 

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Address

1 E  Tidewater Court,  Cockeysville, MD 21030

email

[email protected]

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Free Quiz and Your Report

401(k) Fiduciary Risk Report

Take the FREE 90-Second Quiz:  What 401(k) Lawsuit Risks Are YOU Taking?

Get your FREE REPORT Identifying YOUR #1 Risk and what to do.

Take The Quiz Now