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 PLANMINERALS TECHNOLOGIES INC., NY$361M1,624
MINERALS TECHNOLOGIES INC. RETIREMENT PLANMINERALS TECHNOLOGIES INC., NY$183M270
KIPP NYC 403(B) RETIREMENT PLANKIPP NYC, LLC, NY$95M1,306
MINERALS TECHNOLOGIES INC. RETIREMENT PLAN - PC&EAMCOL INTERNATIONAL CORPORATION, NY$90M111
NELSON WORLDWIDE, LLC 401(K) PLANNELSON WORLDWIDE, LLC, PA$80M513
DESIMONE CONSULTING ENGINEERING 401(K) PLANDESIMONE CONSULTING ENGINEERING, D.P.C., NY$51M338
PAR PLUMBING COMPANY, INC. RETIREMENT SAVINGS PLANPAR PLUMBING CO., INC., NY$17M97
TEAM BEANS LLC 401(K) PROFIT SHARING PLANTEAM BEANS LLC, NJ$9M160
NCHENG LLP CERTIFIED PUBLIC AC 401(K) PROFIT SHARING PLAN & TRUSTNCHENG LLP CERTIFIED PUBLIC AC, NY$9M77
CADUCEUS 401(K) PLANCADUCEUS, INC., NJ$5M252
NATIONAL DOMESTIC WORKERS ALLIANCE 401(K) PLANNATIONAL DOMESTIC WORKERS ALLIANCE, NY$4M46
JEWISH FAMILY SERVICES OF CENTRAL NJ 401(K) PLANJEWISH FAMILY SERVICES OF CENTRA, NJ$3M139

Team Members

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

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