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Fiduciary Wise, LLC is the Full Scope ERISA 402(a) Named Fiduciary and the ERISA 3(16) Plan Administrator for the United 401(k) Plan in this capacity, they provide fiduciary governance oversight for the management, investment and administration of the ERISA plan.   The ERISA section 402(a) Named Fiduciary is the responsible fiduciary for a qualified retirement plan. The Named Fiduciary has authority over all other plan fiduciaries and non-fiduciaries. As such, must monitor these service providers to determine that they meet the requirements of ERISA at all times.  ​The 402(a) Named Fiduciary must understand and ensure all plan fiduciaries and service providers are adhering to the highest standards of ERISA.
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Bell Rock Capital, LLC is an SEC Registered Investment Advisor based in southern Delaware, with satellite offices in northern Delaware, Florida, Pennsylvania, New Jersey, and California. Our 401(K) Advisory Services include the role of acting as an ERISA 3(38) and/or advisor on the Company plan including analyzing, monitoring, educating and making changes to the plan's investment selections.  As an ERISA §3(38) plan fiduciary, Bell Rock Capital has the responsibility and authority to select the investment options for the plan and decide if and when to make necessary and prudent changes to the plan’s investments.  A member of our team has been awarded the Accredited Investment Fiduciary® (AIF®) designation, and the Professional Plan Consultant™ (PPC™) designation from fi360. These designations support our commitment to fiduciary excellence on behalf of our Company retirement plan clients and our firm.  
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