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FIDES 401(k) Plan Services


The FIDES Story 
TRUST | INTEGRITY | SERVICE 

In ancient Rome, “FIDES” was the goddess of trust. While the term “FIDES” is often mistakenly translated as “faith,” it actually means “reliability,” referring to the sense of trust between two parties if a relationship between them is to exist. For the Romans:

  • FIDES was an essential element in the character of a man of public affairs, and a necessary constituent element of all social and political transactions.
  • FIDES was always reciprocal and mutual, and implied privileges and responsibilities on both sides.
  • In both public and private life, the violation of FIDES was considered a serious matter, with both legal and religious consequences.
  • FIDES, in fact, was one of the first of the “virtues” to be considered an actual divinity by the Romans.

Sources: The Roman Concept of Fides by John Paul Adams, CSUN; en.wikipedia.org/wiki/Fides


Important Elements of FIDES 401(k) Plan Services:


  • Fiduciary Responsibility

  • What is 404(c)?

  • 3(21) vs. 3(38) Investment Fiduciary

  • What is a QDIA?

For Plan Sponsor Use Only – Not for Use with Participants or the General Public

Services

  • Client Service Models
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Business Services
    • Fiduciary Responsibility
    • What Is 404(c)?
    • 3(21) vs. 3(38) Investment Fiduciary
    • What is a QDIA?
  • FIDES Insurance
  • College Planning
  • Estate Planning

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The Impact of Having a Written Financial Plan

FIND US

7676 Hazard Center Dr. Suite 1050 | San Diego, CA 92108
Toll-free (800) 368-0201 | Fax (619) 546-6211

     

Christopher Rand, Marc Gallo and Carol Ann Donahue offer Investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment Advisor. Carol Ann Donahue is registered with, and securities offered through LPL Financial, Member FINRA/SIPC. WCG and FIDES Wealth Strategies Group are separate entities from LPL Financial.

 

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, KS, KY, MO, NC, NH, NM, NV, TX, VA, and WA.

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