Fiduciary Partner

Confidently compete with operational, fiduciary, and go-to-market support.

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YOUR 3(38) FIDUCIARY
PARTNER

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ADVISOR PRODUCT
TRAINING

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CONCIERGE-LEVEL
SUPPORT

We bring our knowledge, experience, technology, and process to help optimize plan quality:

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Cost structure

Investment Approach

Plan Design

Fiduciary /operational coverage

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We have the expertise and tools to help you offer top-tier 401(k) solutions and support your business. We can help.

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For recordkeepers, broker-dealers, and RIAs, EXPAND can perform as your fiduciary partner. In this capacity, we:

Create and manage a product-level 401k investment lineup

Perform quarterly investment monitoring and reporting

Serve as the plan’s 3(38) fiduciary

Produce custom investment lineups and the IPS

Host advisor product training