Also known as fiduciary services
Fiduciary Services is a firm based in Pocatello, United States, founded in 2021, that acts as a trustee and fiduciary for employee stock ownership plans (ESOPs). It works with business owners considering starting an ESOP, companies that already have one and need an external trustee, and ESOP-owned companies facing an offer to be acquired. Its services include transactional trustee work, ongoing ESOP trustee services, and appointment as an independent fiduciary to a qualified retirement plan, allowing the sponsoring company to keep internal trustees while a professional handles discretionary duties. The trustee's role is described as ensuring transactions follow the trust terms and protecting beneficiaries' interests.
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Fiduciary Services is a wealth manager based in Pocatello, United States.
Fiduciary Services is headquartered in Pocatello, United States.
Fiduciary Services was founded in 2021.
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