Who We Are

Mark has worked on virtually all sides of the U.S. defined contribution retirement plan business, over the past thirty years. Most recently he co‐founded Fiduciary Holdings Limited, which provides investment consulting and advisory services to Profit Sharing/401(k) plans as a Fiduciary Adviser. Between 2014 – 2021, he was named to the prestigious “Top 100” list of U.S. Retirement Plan Advisers by Plan Adviser magazine four times. Prior to that, Mr. Gutrich had co‐founded an award‐winning cloud-based 401(k) recordkeeper and third‐party administrator (ePlan Services) that he successfully operated until it was acquired by Paychex in 2011. Mr. Gutrich has been a vanguard in the U.S. retirement plan space for decades and has consistently developed innovative solutions to make 401(k) plans more accessible to small businesses. Mr. Gutrich graduated from the University of Puget Sound and resides in Denver, Colorado.

Chris has spent the past twenty years in the financial services industry, the majority of which has been leading high performing teams in the retirement services space. Most recently he co-led the Revenue team for a San Francisco-based fintech start-up, where he played an instrumental role in creating capacity for scale. During his tenure, he successfully led the build out of a national distribution model in the payroll and human capital management marketplace. Prior to that, Mr. Money had been in an executive leadership role at Paychex – where he was consistently recognized for being a top producer and rose through the ranks to become a senior leader - overseeing a 100+ employee sales organization. Over his career, his teams have been responsible for the creation of more than 25,000 small business 401(k) plans. Mr. Money graduated from Texas A&M University and resides in Houston, Texas.