Higher Standards, Skilled Solutions

Are you a fiduciary responsible for your organization’s retirement plan offering? Are you concerned with your employees “retirement readiness”? Are you concerned about complying with ERISA and DOL rules and regulations? Are you a business owner looking to save more for your own retirement? The complexities of managing a retirement plan—such as a 401(k) or 403(b)—have grown dramatically over the past several decades. So, whether you are looking for a 3(21) Fiduciary Advisor or 3(38) Fiduciary Manager we can help.

We will Help you Build a Healthy Retirement Plan

A healthy retirement plan will help you recruit and retain quality employees. A strong plan is structured to help you meet your fiduciary responsibilities and operate efficiently. For business owners, a retirement plan can be a powerful wealth building tool. We work with our clients to help them, organize, formalize, implement and monitor their retirement plan offerings.

FinTrust’s team of ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FINANCIAL PLANNER™, and CHARTERED FINANCIAL ANALYST® professionals can help. Contact us today to schedule a meeting.


  • Retirement PlansRetirement Plans
    As a retirement plan provider, you want to offer your ...
  • Rollover IRARollover IRA
    Rolling your old employer-sponsored retirement plans ...
  • Roth 401(k)Roth 401(k)
    A Roth 401(k) is an employer sponsored retirement plan ...



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  • Cash Balance Pension PlanCash Balance Pension Plan
    A cash balance pension plan is a type of
  • Retirement Plans403(b)
    A 403(b) is an employer sponsored retirement plan for
  • accreditied investment fiduciary greenville sc457
    457 plans are employer sponsored, non-qualified