Fiduciary Pension Partners

Retirement Plan Advisor

Westfield, NJ

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).

PlanSponsorAssetsParticipants
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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Team Members

  • Rita Riccardi, Director - Retirement Plans - New York City, NY

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