Fiduciary Services

Contribute to the future of your employees.

Contact Us

Fiduciary Services offers the farthest reaching, most experienced and fully integrated retirement plan administration service in Puerto Rico. With more than 50 years in the retirement plan industry and expertise in fiduciary and investment consulting services, our goal is to offer optimal and customized alternatives to address your specific needs and requirements.

  • A cost-effective, professional, experienced and integrated operation
  • More than 50 years leading the fiduciary services in Puerto Rico
  • Management of more than $8 billion in retirement plan assets
  • More than 100 highly qualified employees
  • State-of-the-art technology in retirement plan management and investments in Puerto Rico
  • Experience serving a wide range of companies, from Fortune 500 international companies operating in Puerto Rico to the smallest businesses on the island

Our team of specialists provides services in the following plans:

  • Qualified Plans
  • Non-Qualified Plans
  • Keogh Plans

For more information, please contact us at 787.724.3657 (select option #2 three times) or online. To manage your account online, you may visit

Find us on Facebook, Twitter, Youtube, or on our blog



Tools at your fingertips

Arrow pointing right
Internet Explorer Alert

Para ver el contenido de esta página, necesitas actualizar a la última versión de Internet Explorer o utilizar otro navegador como: Chrome, Safari o Firefox.

To view the following page you should update your Internet Explorer with the latest version. You may also use other browsers, such as: Chrome, Safari or Firefox.