QBOX Fiduciary Solutions LLC is an independent Registered Investment Advisory (RIA) firm based in Fort Wayne, IN. With a strong focus on providing sound fiduciary services for qualified retirement plans, they prioritize offering advice and options that are in the best interest of the participants. Their unique service model, represented by the QBOX Boxes of Responsibility, ensures clarity in the roles and relationships of service providers, ultimately achieving the desired outcomes for plan sponsors.
As a trusted partner, QBOX collaborates with independent RIA and RIA firms, institutional money managers, custodians, recordkeepers, and third-party administration firms to deliver comprehensive solutions. With a team of experienced professionals, including Greg Moerchen, AIF, Mark Kaufman, AIF, CPA, and Donna Niswonger as the Operations Manager, QBOX Fiduciary Solutions is committed to providing exceptional services in the realm of ERISA and Simple IRA.
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