Retirement Plan Advisory Services
Advisory services to help protect and improve the quality of your retirement plan.
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
We are here to help
Kimberly Cottrell
- Retirement Plan Advisory Services
- 614-744-5672
- Contact Kim