Independent Fiduciary & Service Providers

Fiduciary Consulting Group, Inc. (FCG) is an industry-leading compliance and consulting firm. FCG serves as the 3(16) Plan Administrator and 402 Named Fiduciary of the plan. As the plan fiduciary, FCG is responsible for plan administration and operations. The firm also provides support for adopting employers for internal controls and operations. FCG is CEFEX certified as for its roles as the Named Plan Administrator and Named Fiduciary.

BlueStar serves the plan as the third party administrator (TPA) and recordkeeper (RK). The firm provides exceptional technology, website, and resources to support each adopting employer and your employees. 

BlueStar is a leading provider of customized solutions for multiple employer plans (MEPs). The firm is certified for its TPA and RK services by the Centre for Fiduciary Excellence (CEFEX). 

Blueprint Financial serves as the plan's investment fiduciary. The firm is responsible for the selection and oversight of the plan's investment menu. The firm currently provides investment services to over 300 retirement plan clients.

Blueprint Financial is a hard working team that has received acknowledgement and awards from Financial Times and Barron's. The firm has partnered with Northwestern Mutual to make financial resources available to employers of all sizes.

Charles Schwab Trust Bank serves as the custodian of the plan assets and trading platform.

BlueStar is currently integrated with over 40 payroll providers. For simplified plan administration, you may integrate your current payroll provider or select from one that is already integrated.

Each participating employer may engage their own adviser to provide a local, high-touch employee engagement and education solution.