City of Venice Awards Contract to FiduciaryFirst, LLC
FiduciaryFirst of Orlando, Fla., has been awarded the contract with the City of Venice.
- Orlando, FL (1888PressRelease) March 06, 2015 - The City of Venice, Florida is pleased to announce the engagement of FiduciaryFirst, LLC as retirement plan advisor and fiduciary risk management partner of its Regulation 457 Retirement plans valued at $9,000,000.00.
The City of Venice is committed to providing the highest quality of life through sustaining a safe community with a hometown feeling that respects and protects the natural environment. Ensuring the confident retirement of its employees allows the City of Venice to fulfill that mission.
Using their proprietary Plan Success SystemSM, FiduciaryFirst will provide ongoing customized services to maximize fiduciary risk management and help improve the retirement plans' participant outcomes. "We are setting goals for the City's retirement plan committee that will put the city employees on a path to retirement sucesss as defined by the City", stated Jamie Hayes, Partner, QPFC, AIF C(k)P. She continued, "our team has a track record of working with local governments and Don M. Faller, CFP, C(k)P will lead that effort."
FiduciaryFirst has implemented The Participant EffectTM to promote state of the art plan design through Behavioral Finance and a NEW approach that includes Financial Wellness. The Participant EffectTM seeks to drive success stories, including utilizing all types of Defined Contribution plans to drive reduced healthcare costs for the employer and a higher probability of a more confident retirement for employees. For more information, please visit www.fiduciaryfirst.com or call anytime at 1-866-625-4611.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC
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