Retirement Plan Advisory Services

Fifth Third's retirement plan advisory services help clients improve the overall quality of their retirement plans and at the same time navigate evolving plan complexities. Our team is highly experienced in plan design, fiduciary oversight, and investment management without proprietary solutions; bringing decades of objective, independent knowledge and support through a firm with extensive resources and broad financial experience.

Fiduciary Investment Services

  • Non-discretionary 3(21) investment advisory services
  • Discretionary 3(38) investment management services

Fiduciary Plan Consulting Services

  • Plan governance
  • Plan design and participant outcomes
  • Signature financial wellness programs offered through specialized Bank partners
  • Fee benchmarking

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Kimberly Cottrell

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