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Fiduciary Advocates
is an independent resource for benchmarking retirement plan consultants.

WHAT WE DO

Our goal is to assist plan sponsors in conducting their fiduciary due diligence on their advisors while supplying independent and unconflicted analysis along the way. Fiduciary Advocates is a trusted and independent resource providing due diligence benchmarks for fiduciary oversight to plan sponsors.

SPECIALIZING IN

The selection and monitoring of Retirement Plan Consultants

Periodic monitoring of existing relationships to demonstrate fiduciary due diligence.

Independent RFP and selection of new Advisor where change is desired.

Unconflicted analysis of
Advisor-Sponsored products.

OUR STORY

In 2007 Bob started the Wealth Management division of Marcotte in Omaha, NE. He had a radical idea that a retirement plan advisor should be a co fiduciary to their advised plans. Over the next 15 years he would build up a successful practice and team that specialized in retirement plan consulting. In 2018 Nathan joined Bob’s team and assisted in the operations and marketing. Both Bob and Nathan have a passion for upholding the fiduciary standard, and recognizing a lack of resources for plan sponsors, left the consulting world in 2022 to start Fiduciary Advocates. They formed the idea with the understanding of how crucial advisors are to their respective plans. Since that time the firm has been one of the only independent resources for benchmarking retirement plan consultants.

Bob Foster

Nathan Foster