FIDUCION is what happens when the best tools in 401(k) sales meet the best service in 401(k) fiduciary protection.

Together, our two brands create a full-lifecycle ecosystem for the 401(k) industry — a smarter way to sell, a stronger way to serve, and a clearer path to growth.

(k)quote is the fastest way for recordkeepers and advisors to win 401(k) business.

(k)quote consolidates fee disclosure analysis, live bid benchmarking, investment comparisons, and industry averages into one connected platform.

For recordkeepers, (k)quote helps sales teams quickly show how their platform compares, identify opportunities, and support advisors with more compelling plan sponsor conversations.

For advisors, (k)quote turns complex fee and investment comparisons into a faster, cleaner, more professional sales process.

Fee comparisons are one of the most effective ways to engage 401(k) plan sponsors — but they are also one of the biggest time sinks in the sales process. (k)quote turns what used to be a multi-day project into something that can be completed before the next meeting.

3(38) Investment Fiduciaries is the service engine that helps advisors keep and grow the business they win.

We serve as an outsourced 3(38) or 3(21) investment fiduciary and back-office partner for financial advisors, helping with ongoing investment monitoring, fiduciary documentation, plan reviews, fund lineup support, and client-facing service.

Our role is to help advisors deliver a stronger fiduciary process without having to build the entire 401(k) service infrastructure themselves. Advisors stay focused on relationships, growth, and client strategy — while we help support the investment process behind the scenes.

Together, (k)quote and 3(38) Investment Fiduciaries give recordkeepers and advisors the technology to win more plans — and give advisors the fiduciary support to serve them better.

FIDUCION

Org chart

Teams

Offices

FIDUCION

Org chart

Teams

Offices

Related companies