Fiduciary Outsourcing

Fiduciary Outsourcing is a provider of fiduciary retirement plan administration for qualified retirement plans. It acts as the plan administrator fiduciary and takes on the liability for a plan's administrative functions, covering tasks such as payroll file transmission, participant notices, loan and distribution approvals, Form 5500 signing, enrollment processing, and plan conversions and new plan setups. Clients are plan sponsors, financial advisors, third party administrators, and recordkeepers.

The firm works with clients across the United States and says its leadership has more than 150 years of combined experience in plan administration. Its president, Sue Perry, has more than 25 years in the field. The office is at 6930 E Chauncey Lane in Phoenix, Arizona, and clients can reach the team by phone or through a secure file upload page.