Do you sign your 401(k)'s IRS Form 5500? Did you know you can transfer most of your plan's fiduciary risks & tasks to us at Fiduciary Wise? We're meaningfully different. We're ERISA 402(a) Named Fiduciaries, qualified to run your retirement plan solely in the best interest of participants & ...more

Do you sign your 401(k)'s IRS Form 5500? Did you know you can transfer most of your plan's fiduciary risks & tasks to us at Fiduciary Wise? We're meaningfully different. We're ERISA 402(a) Named Fiduciaries, qualified to run your retirement plan solely in the best interest of participants & beneficiaries, which mitigates your plan sponsor liability. Kate McBride is an ERISA 402(a) Specialist with Fiduciary Wise. We take on 90% of employers' retirement plan fiduciary risks and tasks. Plan participants receive the benefit of daily professional oversight, typically at a lower cost, with better results. Kate has more than 40 years of investment management experience, with special expertise in prudent investment fiduciary processes, investment strategies and portfolio management. Kate is also Founder of FiduciaryPath™. Did you know your nonprofit can: REDUCE RISK - Hire Professional Fiduciaries DELEGATE RESPONSIBILITIES - Move Tasks to Professional Fiduciaries, build your FORT - Fiduciary Wise's Fiduciary Oversight of Responsibilities and Tasks KNOW YOUR INVESTMENT COSTS - How can your investments be cost-efficient for your nonprofit mission if you don't know what they cost? IMPROVE - Improve investment Fiduciary Policies & Procedures TRAINING - Build annual Fiduciary Essentials® Training into your team building for your nonprofit leaders Kate McBride is an Accredited Investment Fiduciary Analyst®; and a CEFEX Analyst with the Centre for Fiduciary Excellence. She's a Founding Member & serves as Chair of The Committee for the Fiduciary Standard. Investment management, fiduciary, investor advocacy and media experience. Frequent speaker and writer on investment & fiduciary best practices and investor topics. Earlier in her career, McBride was a broker, bond trader/underwriter and then an investment adviser. She built investment info services for major media & research companies, was Editor in Chief of Wealth Manager magazine/AdvisorOne/Wealth.com, Senior Editor of Investment Advisor magazine, a CBS-Marketwatch Contributor, and Editor of the Fiduciary Survey. She holds a B.A. from New York University and completed the Investment Strategies and Portfolio Management program at The Wharton School of The University of Pennsylvania. She is a an Accredited Investment Fiduciary® and Accredited Investment Fiduciary Analyst® and has conducted 100 fiduciary processes audits. McBride is a qualified Fiduciary Essentials® instructor for trustees/boards/leaders of retirement plans and nonprofits.less