Innovation. Insight. Integrity.

At Financial Network Limited, we are here to deliver value. No consultant speak. No complicated explanations. Just simple, accountable results.

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Retirement Plan Services

  • Innovative plan designs optimized to help achieve your goals
  • Management of Plan Sponsor’s Fiduciary Responsibilities
  • Robust investment analytics for your plan’s core investments and target date funds
  • Plan governance consulting and documentation
  • Plan benchmarking
  • Committee education modules
  • Participant engagement and education with our award-winning wellness solution1 Financial Fitness for Life
  • Vendor selection (RFI/RFP) services
  • Provider relationship management
  • Strategic guidance on relevant industry impact issues and legislation
  • Liability driven investment (LDI) strategies for pension plans

Plan Sponsor Resources

Are you aware of the fiduciary duties associated with your Plan’s Target Date Fund Suite?

Would you be prepared if you received an excessive fee questionnaire for your firm’s retirement plan?

A Plan Sponsor’s Guide for Saving Time and Managing Risk

Fiduciary 15 Upcoming Webinars

Each month, our National Retirement Practice Leader, Matthew Eickman, presents the Fiduciary 15 webinar. This 15 minute educational series expands on the monthly newsletter and provides additional education for plan fiduciaries.

Fiduciary 15
Tue, Apr 18, 2023
11:00 AM – 11:30 AM MST

Fiduciary 15
Tue, May 16, 2023
11:00 AM – 11:30 AM MST

Fiduciary 15
Thu, Jun 15, 2023
11:00 AM – 11:30 AM MST

Fiduciary 15 On-Demand Webinars

Fiduciary Responsibilities in Challenging Markets
To ESG or Not ESG Perhaps That’s Not Really the Question
Fiduciary Lessons from Recent Litigation
Making Sense of the Markets
New Plans for the New Year: Attacking Employees’ Top 5 Financial Concerns
Did I Budget for This? Building a Budget to Survive Inflation

Contact us today to discuss your firm’s retirement plan options.

Fill out the form to have an FNL Team member contact you.

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About Us

Financial Network Limited (FNL), a Prime Capital Investment Advisors Company, was founded to provide distinctive and innovative employee benefit programs for employers. Nearly 30 years later, our mission and commitment remain the same to provide comprehensive and innovative client solutions with the highest levels of professionalism and integrity. We deliver extraordinary value through clear analysis and fiduciary-focused oversight so our clients can concentrate on the things that matter most to them.

As part of the Prime Capital Investment Advisors network, we offer best-in-class tools with the added support of a dedicated research and analysis team intent on building strategies that promote superior client outcomes. No consultant-speak, no complicated explanations. Just simple, accountable results.

To speak to a member of our team regarding your firm’s retirement plan call 203.878.8194

1. HR Tech Outlook names Financial Fitness for Life “Company of the Year – 2020” https://www.globenewswire.com/news-release/2020/10/08/2105793/0/en/HR-Tech-Outlook-names-Financial-Fitness-for-Life-Company-of-the-Year-2020.html

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