Access Fiduciary Services manages investment menus and provides oversight for retirement savings vehicles known as Pooled Employer Plans, which allow small businesses to offer retirement benefits to their employees. Access Fiduciary Services acts as a fiduciary for these plans, selecting and monitoring service providers such as recordkeepers, custodians, and third-party investment managers. Additionally, the firm serves as a platform investment advisor for individual retirement accounts through the NextLevel IRA platform, where it selects and monitors the available mutual fund menu and third-party managed account providers. Access Fiduciary Services does not manage individual accounts directly or provide personalized investment advice to individual plan participants. Instead, the firm focuses on institutional-level plan oversight, portfolio selection, and general participant education. The firm is based in Boston, Massachusetts, and is wholly owned by Access Retirement Solutions.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.