About Fiduciary Pension Partners
<p>In the commuter belt west of New York City, Fiduciary Pension Partners works with retirement plan sponsors and participants from its headquarters in Westfield, New Jersey.</p> <p>Fiduciary Pension Partners is a registered investment advisor (RIA) that focuses on pension consulting and investment advisory work for workplace retirement plans. The firm supports plan oversight with services such as plan benchmarking, fiduciary education and training, and investment insight and oversight.</p> <p>Clients use the team for help with both near-term plan decisions and longer-range retirement planning and investment strategy questions. The firm emphasizes open communication and long-term working relationships, with ethics and integrity as central themes in how it approaches fiduciary work.</p> <p>What sets the practice apart is its mix of fiduciary training for decision-makers and ongoing investment oversight under one advisor relationship. Fiduciary Pension Partners works with clients in the broader North-Central New Jersey and New York metro area, as well as organizations outside the region.</p> <ul> <li>Registered investment advisor (RIA) services for retirement plans</li> <li>Plan benchmarking and review</li> <li>Fiduciary education and training for plan committees</li> <li>Investment insight and ongoing investment oversight</li> <li>Support for retirement planning and investment strategy topics</li> </ul>
Website: https://www.fiduciarypp.com/
Office Locations
- Westfield, NJ (Headquarters)
Accreditations & Certifications
- RIA
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MINERALS TECHNOLOGIES INC. SAVINGS AND INVESTMENT PLAN | MINERALS TECHNOLOGIES INC., NY | $361M | 1,624 |
| MINERALS TECHNOLOGIES INC. RETIREMENT PLAN | MINERALS TECHNOLOGIES INC., NY | $183M | 270 |
| KIPP NYC 403(B) RETIREMENT PLAN | KIPP NYC, LLC, NY | $95M | 1,306 |
| MINERALS TECHNOLOGIES INC. RETIREMENT PLAN - PC&E | AMCOL INTERNATIONAL CORPORATION, NY | $90M | 111 |
| NELSON WORLDWIDE, LLC 401(K) PLAN | NELSON WORLDWIDE, LLC, PA | $80M | 513 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $51M | 338 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $17M | 97 |
| 401(k) Retirement Plan | Professional Services Sponsor, NJ | $9M | 160 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $9M | 77 |
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- Rita Riccardi, Director - Retirement Plans - New York City, NY