Plan Implementation

Establish plan by preparing required plan documents and communications.

Fidus Actuarial Solutions aims to aid you and your business. From qualified retirement plan needs to actuarial assistance, Fidus is here to help you achieve your business and personal goals.   

MISSION

C

D

CLIENT SERVICES 

B

CREDENTIALS

Plan Design

Construct the ideal retirement plan to optimize value to the business owners. 

The Fidus service model assists with plan design, plan implementation, and recurring administration to maintain qualified retirement plan compliance.  Our solutions bring utmost value to you and your business.

SOLUTIONS

Actuarial Outsourcing

Fidus partners with and provides actuarial services to retirement administration firms.

Fidus staff is accredited with premiere actuarial organizations and adhere to rigorous continuing education to ensure Fidus's solutions and techniques are cutting-edge while compliant with current legislation.
 

Plan Administration

Annual valuation and other calculations, compliance testing, and reporting.

OPTIMAL QUALIFIED RETIREMENT PLAN STRATEGIES

A