As your 401(k) plan advisor we act in a fiduciary capacity with respect to investment selection and monitoring, plan expenses and employee education.

Managing a corporate retirement plan is comlicated work. Plan sponsors must manage plan compliance, investment selection and monitoring, employee education, and plan administration. For small and medium size businesses this is a nearly impossible task, and that's where we come in.

Our plan management services include:

  • Plan Design
  • Plan Compliance
  • Plan Fiduciary Role
  • Investment Selection and Monitoring
  • Employee Education
  • Administration Assistance


Big businesses face big challenges as retirement plan sponsors. Larger plans may benefit from hiring a plan fiduciary or consultant.

plan fiduciary

Over the past few decades defined contribution plans such as the 401(k) have become the primary retirement savings vehicle for most Americans. Because of this importance, your plan is subject to intense oversight and scrutiny – from participants and regulators.

Tarheel Advisors provides fiduciary services to larger 401(k) plans enabling plan sponsors to share the burden of navigating an ever changing investment and regulatory landscape.

We can work with whatever capacity makes sense for your coproration. Whether we take on a full fiduciary roll or work on an hourly project basis, our expertise can greatly enhance the structure of your corporate plan.

Our plan consulting services include (Sample Report):

  • Plan Design
  • Plan Compliance
  • Plan Fiduciary Role and Best Practices
  • Investment Selection and Monitoring

open architecture

As your independent advisor and plan fiduciary, Tarheel Advisors helps plan sponsors find the 401(k) platform that makes the most sense for their business. We don't sell proprietary plan services and we don't accept commissions, so the only interest we have in mind are those of our client.

Low Fee Guarantee

Don't just think you're getting a good deal, know you are. Part of prudently managing money is insuring reasonable investment fees. Here is how we help.