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You focus on your business. We focus on your business plan.

We do BUSINESS different. We take the same objective approach in designing your business plan as your personal financial plan.

Our fiduciary first approach, independent, objective, and unbiased advice are delivered with the highest level of personal service that you expect.

FiduciaryShield 401(k)™

The 401(k) model is broken. We are fixing it! The liability, cost, and workload associated with providing a company retirement plan can be mitigated. With FiduciaryShield and Williams Wealth Management Group you focus on your business while our team administers the plan fiduciary process for you. Learn more.

Retirement Plan Consulting

There are many types of retirement plans available to you. The terms used with retirement plans can sound like a foreign language. Qualified, Non-qualified, Profit Sharing, New Comparability, Safe Harbor, SEP-IRA, SIMPLE IRA, 401(k), phew! We help you pick the right plan for your business.

401(k) Plan Benchmarking

Our Plan Benchmarking service includes the following: Plan Design/Structure Review, Plan Benchmarking/Fund Analysis, and Plan Fee/Cost comparison of your plan against at least 3 other record keepers. Our Plan Benchmarking report is designed to meet your fiduciary duty as a plan sponsor and is kept in your “Fiduciary File.”

Executive Compensation

Business owners spend a lot of time and money hiring and training your employees. We can help you establish a compensation program that will help you incentivize and retain your key employees.

Business Succession

While you’ve spent years building and growing your business, there might come a day when you would like to step away and enjoy the benefits of your hard work. In reality, most business owners do not establish an exit strategy for their retirement, or unfortunately, in the case of unexpected death. We can help develop and implement a strategy so that your business continues according to your vision, but won’t leave your heirs with outlandish tax bills in order to carry out your plan.

Buy/Sell Agreements

Buy-sell agreements provide for the future sale of your business interest, or for the purchase of a co-worker’s interest in the business. We help you develop a strategy to seamlessly transition company ownership as a result of a sale or the unexpected death of a partner.

Key Person Insurance

If your business’ success relies on an individual or two, you need Key Person Insurance to protect your business against the sudden loss of anyone who is crucial to a business – whose absence might sink the company. In many small businesses, this is the owner, the founders, perhaps a high-level employee or two.

New Business Structure

Many important decisions must be made when starting a business,. Our financial planning process can help you understand different types of business structures and develop a strategy that will benefit your business.

&#8220;As a business owner,<br />you should be managing<br />your business&#8217;s success,<br />not your 401(k) plan.<br />&#160;<br />We make that possible.&#8221;

“As a business owner,
you should be managing
your business’s success,
not your 401(k) plan.
We make that possible.”

Craig Eddy, Plan Administration Coordinator

FiduciaryShield 401(k)™

Client Centered

As a business owner you have enough on your plate simply running your business.  People depend on you, not to mention a variety of other responsibilities.  The last thing you need is the extra workload of managing an employee benefits plan.  Introducing FiduciaryShield 401(k), retirement plan design, monitoring, administrative support, and ERISA consulting service designed specifically to help reduce the liability, cost, and workload created when offering a retirement plan.   

Together, Williams Wealth Management Group and FiduciaryShield 401(k) deliver a unique approach to meeting the needs of your business and your employees.  Our cutting edge plan design includes professionally managed portfolios, low cost investment options, and administrative support services that together offer you unparalled fiduciary liability protection.

The FiduciaryShield 401(k) design includes 100% transparent fee structure. NO hidden fees or bundled cost make this 401(k) solution different from most plans today.  What a relief in today’s regulatory environment.

FiduciaryShield 401(k) takes the burden off your shoulders by allowing you to delegate many of the Plan Sponsor’s administration and compliance duties.  The FiduciaryShield team works right alongside to help meet and exceed the rigorous and ever changing regulatory requirements of today’s Plan Sponsor. With Williams Wealth Management Group Inc. and FiduciaryShield LLC, you are not alone. Put your plan in the hands of experts and reduce your risk exposure, while gaining access to the professional advice you need. You deserve A Better 401(k)!

Below is a list of some, but not all, of the providers where we can typically provide a drastic reduction in investment related fees that erode your returns!

  • ADP
  • American Funds
  • Ascensus
  • Aspire
  • AXA
  • BAM
  • Edward Jones
  • Empower
  • Fidelity Guardian
  • John Hancock
  • July Business Services
  • Lincoln Financial
  • MassMutual
  • Merrill Lynch
  • Mutual of Omaha
  • Nationwide
  • Newport Group OneAmerica
  • PAi
  • Paychex
  • Principal
  • Prudential
  • Securian
  • The Standard
  • Transamerica
  • Voya
  • Wells Fargo