FIDUCIARY COUNSELORS INC. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm primarily acts as an independent fiduciary for employee benefit plans. With our extensive knowledge of the Employee Retirement Income Security Act (“ERISA”) and the associated fiduciary responsibilities established by the Department of Labor along with our expertise and experience in financial and investment matters, Fiduciary Counselors is well qualified to provide employers and those charged with the administration of benefit plans with solutions for a broad range of fiduciary and investment issues.
Ongoing and completed engagements have involved employer securities in 401(k) plans, ESOPs, VEBAs and defined benefit plans. Fiduciary Counselors currently oversees assets totaling nearly $4.3 billion. The scope of services offered by Fiduciary Counselors includes the following:
