Fiduciary Administration Services

Fiduciary Outsourcing, LLC, our sister company, allows you to outsource the HR and payroll functions associated with your retirement plan that are not normally performed by Edberg & Perry to us.

Why? Because you have better things to do with your time than handle the complex administration of your retirement plan. With Fiduciary Outsourcing, you can now outsource almost all of the 401(k) and retirement plan fiduciary administration functions that we can’t provide through Edberg & Perry.

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Our Services Include
  • Loan & Distribution Approvals
  • Notice Mailing
  • Payroll Auditing
  • Payroll Processing
  • Automatic Enrollment Reminders
  • Form 5500