About Fiduciary Advisors’ ManagedPlan Program

A Clear Path To Retirement Plan Success

In an environment where many plan sponsors are weighing complex fiduciary decisions, ManagedPlan delivers clarity and confidence about investment choices and plan oversight.

Our unique design incorporates single source solution simplicity within a multi-manager investment fiduciary platform. Fiduciary oversight and procedural prudence are integrated throughout. Now plan sponsors and advisors can work together to delegate investment responsibility from a menu of best in class, independent investment fiduciaries.


Delegating investment discretion enables sponsors to rely on the investment expertise of truly independent managers. The burden and liability of investment discretion can be shifted to an independent, third-party manager offering full ERISA 3(38) investment management over the Plan's entire investment menu. ManagedPlan's open architecture design allows advisors to sit on the same side of the table with their plan sponsor clients (and their employee/participants) to take advantage of this valuable safe harbor relief.


Our ManagedPlan Investment menu is built around experienced, institutional asset managers with unique expertise in group retirement solutions. Professionally-managed models and prudently screened menus eliminate the troublesome conflicts of proprietary products, the burden of selecting and monitoring a menu of individual funds and, most of all, the liability otherwise assumed by the plan sponsor.


ManagedPlan offers a complete, turnkey fiduciary service solution for plan sponsors and registered advisors. Utilizing the ERISA experts from PCS Retirement (PCS), ManagedPlan fiduciary services helps plan sponsors meet the ever growing demand of being a plan sponsor fiduciary and fulfill the many mandated requirements of Department of Labor regulations such as 408(b)(2) and 404(a)(5).


ManagedPlan supports the following types of retirement plans:

  • 401(k) / Profit Sharing Plan
  • ERISA 403(b) Plan
  • Non-ERISA 403(b) Plan
  • Eligible 457(b) Plan
  • Defined Benefit
  • Money Purchase
  • Multiple Employer
  • Individual Retirement Accounts