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Filice Retirement Services

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Firm Details

Metro area San Jose
CRD Number 135984
Website filiceretirement.com
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Overview

Filice Retirement Services (FRS), headquartered in San Jose, provides holistic retirement plan advisory services to employers, managing plans for over 25,000 participants. Focusing on plan design, vendor benchmarking, fiduciary governance, executive benefits, and financial wellness, FRS operates as a fiduciary acting in the best interests of participants. Their model combines research-driven recommendations, service optimization, and employee engagement strategies to enhance participation and ensure plan effectiveness.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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