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Fiduciary Services, Inc.fiservinc.com · Low evidenceFiduciary Services, Inc. provides independent trustee, fiduciary, and investment management services for qualified retirement plans, including ESOPs. They offer ESOP trustee, independent fiduciary, retirement plan trustee, and registered investment advisor services to manage plan investments and fulfill fiduciary duties. Their work includes serving as the principal fiduciary decision maker for ESOP transactions, administering the trust post-transaction (valuation, custody, and shareholder voting), and advising on capital changes to protect plan participants and ensure ERISA compliance.
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