FiduciaryWor(k)s

FiduciaryWor(k)s empowers advisors with modern tech to diagnose, prescribe and improve Fiduciary Wellness™.

General Information
Company Name
FiduciaryWor(k)s
Founded Year
2021
Location (Offices)
Phoenix, United States +1
Founders / Decision Makers
Number of Employees
1
Industries
-
Funding Stage
-
Social Media

FiduciaryWor(k)s - Company Profile

FiduciaryWor(k)s is a startup focused on empowering fiduciary-focused retirement plan advisors through technology and training. Its flagship product, FiduciaryRx™, aims to improve Fiduciary Wellness™ for employers and their employees by enabling advisors to leverage modern tech to diagnose, prescribe, and improve retirement outcomes. The platform quantifies and assigns a Fiduciary Wellness Score™ for each plan, allowing advisors to recommend specific actions for improvement. Additionally, the company offers a fiduciary training platform, developed in consultation with renowned ERISA attorney Fred Reish, educating and elevating the performance and decision-making of plan fiduciaries. Founded in 2021, FiduciaryWor(k)s aims to provide the tools, technology, and training to help American workers retire with dignity.

Taxonomy: Fiduciary Wellness, Retirement Plan Advisors, Fiduciary Governance, Plan Design, Fee Structure, Investment Process, Participant Support, Provider Management, Technology for Advisors, Retirement Fiduciaries, Behavioral Finance, Fiduciary Training Platform, ERISA Compliance, Financial Wellness, Retirement Security

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