Resources

Company Brochures

GENERAL BROCHURE
Fiduciary Counselors 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 (DoL) 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. For more information about Fiduciary Counselors, please click here.

LITIGATION SERVICES
Fiduciary Counselors has acted or is currently acting as independent fiduciary for more than 50 class action litigation settlements related to violations of U.S. Securities law or ERISA. We have filed claims on behalf of the plans in almost all the securities settlements we have reviewed. For information about our Litigation Services, please click here.

COMPANY STOCK
We are currently independent fiduciary with respect to over $4 billion in company stock in defined contribution plans. Engagements for which Fiduciary Counselors has acted as independent fiduciary with respect to employer securities in defined contribution plans have included plans of Altria, BNY, Mellon, Dynegy, Granite Construction, and DTE Corporation. Please click here to access our Company Stock Brochure.