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FUNDDIRECTADVISORS.COM

Fund Direct Advisors

Your Retirement Plan's Fiduciary Partner. Fund Direct Advisors, Inc. Is a registered investment advisory firm located in Greensboro, North Carolina. Customized Investment Policy Statement. Plan Documents and Summary Plan Descriptions. Full Fee Disclosure and Transparency. Affiliated Funds Bias Affects Participants Accounts. Employers Recognizing Need for Financial Education. Survey Shows Many Don't Save.

http://www.funddirectadvisors.com/

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PERFECT PRIVACY, LLC

12808 Gr●●●●●●●●kwy West

Jack●●●●ille , FL, 32258

US

1.90●●●●2701
47●●●●●●●●●●●●●●●●●●●●●●●●●●●●●●@domaindiscreet.com

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PERFECT PRIVACY, LLC

12808 Gr●●●●●●●●kwy West

Jack●●●●ille , FL, 32258

US

1.90●●●●2701
47●●●●●●●●●●●●●●●●●●●●●●●●●●●●●●@domaindiscreet.com

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Fund Direct Advisors | funddirectadvisors.com Reviews
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Your Retirement Plan's Fiduciary Partner. Fund Direct Advisors, Inc. Is a registered investment advisory firm located in Greensboro, North Carolina. Customized Investment Policy Statement. Plan Documents and Summary Plan Descriptions. Full Fee Disclosure and Transparency. Affiliated Funds Bias Affects Participants Accounts. Employers Recognizing Need for Financial Education. Survey Shows Many Don't Save.
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Fund Direct Advisors | funddirectadvisors.com Reviews

https://funddirectadvisors.com

Your Retirement Plan's Fiduciary Partner. Fund Direct Advisors, Inc. Is a registered investment advisory firm located in Greensboro, North Carolina. Customized Investment Policy Statement. Plan Documents and Summary Plan Descriptions. Full Fee Disclosure and Transparency. Affiliated Funds Bias Affects Participants Accounts. Employers Recognizing Need for Financial Education. Survey Shows Many Don't Save.

INTERNAL PAGES

funddirectadvisors.com funddirectadvisors.com
1

Fund Direct Advisors

http://www.funddirectadvisors.com/Resources.aspx

Whats Your Retirement Style? Non-fiduciary Investment Consultants (ASPPA Journal - Winter 2011). DOL Adopts Final Regulations on Exemptions for Participant Investment Advice. The Value of Working with an AIF. Affiliated Funds Bias Affects Participants Accounts. Employers Recognizing Need for Financial Education. Survey Shows Many Don't Save.

2

Fund Direct Advisors

http://www.funddirectadvisors.com/Index.aspx

Your Retirement Plan's Fiduciary Partner. Fund Direct Advisors, Inc. Is a registered investment advisory firm located in Greensboro, North Carolina. Customized Investment Policy Statement. Plan Documents and Summary Plan Descriptions. Full Fee Disclosure and Transparency. Affiliated Funds Bias Affects Participants Accounts. Employers Recognizing Need for Financial Education. Survey Shows Many Don't Save.

3

Fund Direct Advisors

http://www.funddirectadvisors.com/AboutUs.aspx

Our Mission to You. Provide clear and unbiased access to superior retirement plan investment performance through strict adherence to the fiduciary standards at a competitive price. AIF; MBA; QPFC; JD; CPA; CRPS; CLU; CMFC; SERIES 7, 6, 63, 65;. Form ADV part II. ERISA - Department of Labor. US Securities Exchange Commission. Affiliated Funds Bias Affects Participants Accounts. Employers Recognizing Need for Financial Education. Survey Shows Many Don't Save.

4

Fund Direct Advisors

http://www.funddirectadvisors.com/FiduciaryServices.aspx

The key to determining whether an individual or entity is a fiduciary is whether they are exercising discretion or control over the plan.". Our firm's existence was the result of the Plan Sponsor's need to not only understand their role as a fiduciary to their retirement plan, but to share that role with a firm that specializes in all the compliance it entails. We supply this service through:. Ability to be a 3(21) Co-Fiduciary or a 3(38) Fiduciary depending on the client's needs.

5

Fund Direct Advisors

http://www.funddirectadvisors.com/EmployeeEducation.aspx

A generous plan is only as good as its employee utilization and effective communication is vital. Our experienced enrollment and education team knows the significance of the complete and effective communication of your retirement plan and its investments. We focus on explaining the plan and its underlying investments in an understandable but comprehensible manner enabling your employees to take advantage of their retirement objectives. Affiliated Funds Bias Affects Participants Accounts.

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Your Retirement Plan's Fiduciary Partner. Fund Direct Advisors, Inc. Is a registered investment advisory firm located in Greensboro, North Carolina. Customized Investment Policy Statement. Plan Documents and Summary Plan Descriptions. Full Fee Disclosure and Transparency. Affiliated Funds Bias Affects Participants Accounts. Employers Recognizing Need for Financial Education. Survey Shows Many Don't Save.

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