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Investment Advisors

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Reinforcing Our Fiduciary Processes With The CEFEX Certification

FPL Capital Management, LLC (FPLCM) was founded on the principles of integrity, professionalism, and exceptional client service.  We are also deeply committed to continuous improvement.  Our dedication to doing what is best for you, our clients, prompted us to engage CEFEX, the Centre for Fiduciary Excellence, LLC to audit our processes. In April of 2022, we contacted the CEFEX organization and requested an independent analyst provide us with a comprehensive independent review.  The process was rigorous, and their assessment took

How Much Is Your 401(k) Account Costing You?

While an employer-sponsored retirement plan provides you a valuable benefit, not all retirement plans may be beneficial to you.  According to Deloitte’s 2019 Define Contribution Plan Survey, about 57% of retirement plans have plan fees deducted directly from the participant account either on a pro-rata or flat-dollar amount basis.  This means less money is working towards your retirement. Your employer, as a fiduciary for the plan, has the responsibility of finding the most cost-effective service providers for the plan.  Even with