Services - QBOX Fiduciary Solutions | Simple IRA & ERISA Services

Services

ERISA 3(38) Services

Is the investment manager for the plan. So, by definition they are also a fiduciary because they take discretion, authority and control of the plan’s assets.

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ERISA 3(21) Services

Hired by the plan sponsors to recommend, assist, or help the committee in selecting service providers (recordkeepers, investment choices, etc.) for the plan.

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Address

3601 Hobson Road
Suite 202
Fort Wayne, IN 46815

Contact Information

Phone: 260 918 4500

Email: admin@qboxfs.com

Team Members

Greg Moerchen, AIF
Mark Kaufman, AIF, CPA
Donna Niswonger, Operations Manager

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©2013 QBOX Fiduciary Solutions, LLC. All rights reserved. QBOX Fiduciary Solutions® is a registered trade mark. Investment products offered are: NOT FDIC Insured. No Bank Guarantee. May Lose Value. Legal Notice Available in About Us.