Tools & Technology
NAPAFIRMPARTNERS
Murfreesboro, TN • ifiduciary.com
Atlanta, GA • erisapedia.com
ERISApedia
Fiduciary Consulting Group, Inc.
Key Contact(s)
Key Contact(s)
Timothy McCutcheon 612.605.2266 • tmm@erisapedia.com Samantha Grimes 405.515.9022 • sgrimes@erisapedia.com
Firm Profile
Firm Profile In Business Since: 2014 ERISApedia.com is the premier provider of business development and marketing tools for financial Advisors and CPAs in the Employee Benefit Plan space, offering from its exclusive database of benefit plans. Sourced from Form 5500 filings and enriched with operational benchmarking and validated emails, the Plan Data Intelligence product is a vital tool for industry insights. As the foremost provider of compliance resources, ERISApedia.com delivers online compliance solutions and a renowned free webcast series for retirement plan administrators, sponsors, and legal professionals. Our platform boasts a powerful search function paired with an intuitive design, ensuring our clients have the edge in securing new opportunities.
Product / Service Category Software
Product / Service Description ERISApedia’s qualified plan data mining tool redefines the landscape of plan prospecting and analysis for financial advisors. At its core, the tool provides unparalleled operational benchmarking, allowing users to swiftly and efficiently compare any plan against a chosen peer group. Whether you’re using standard benchmarks or prefer custom criteria tailored to specific needs, our solution has you covered. With the integration of cutting-edge Generative AI technology, users can design highly customized emails. These emails aren’t just generic templates; they are tailored based on the specific benchmarking Key Performance Indicators (KPIs) you select, ensuring that every communication is relevant, precise, and effective. For those who need a quick overview or in-depth understanding of a plan, our tool offers concise summaries, prepared using custom data. These summaries not only provide a snapshot of the plan’s features but also present an in-depth review of the associated documents. In the vast realm of data, identifying the right opportunities can be like finding a needle in a haystack. Our tool simplifies this with its robust filters and features, granting you the ability to zero in on the most promising plan opportunities with ease. Yet, with all its features and sophistication, our tool is competitively priced, ensuring value without compromising on capability. In essence, it’s the ultimate tool for retirement advisors looking to optimize their plan prospecting.
NAPABLACKBOOK2023
Larry E. Crocker 615.848.0015 • LEC@ifiduciary.com In Business Since: 2003 Fiduciary Consulting Group (FCG) is an industry leading Independent Fiduciary that provides compliance consulting and outsourced management services to plan sponsors, institutional clients, and municipalities throughout the US. FCG is one of the longest serving independent fiduciary firms providing compliance support around administrative, operational, and regulatory compliance. FCG serves as the 3(16) Plan Administrator and 402 Named Fiduciary for single and multiple-employer plans. FCG also serves as an independent PPP for pooled employer plans. Our team of professionals support plan advisers and service providers by providing an Independent Fiduciary solution to support their business and to protect their clients.
Product / Service Category Other
Product / Service Description Fiduciary Consulting Group (FCG) is an Independent Fiduciary firm not owned by or affiliated with a service provider (TPA, recordkeeper, etc.). FCG will accept the role as the Responsible Plan Fiduciary and serve as the 3(16) Named Plan Administrator and 402 Named Fiduciary, and as the Pooled Plan Provider (PPP) for pooled employer plans. Our “conflict-free” full-scope, high-touch service model allows a plan sponsor, and participating employers in a PEP, to transfer their responsibility for plan management, service provider engagement and oversight, along with their administrative, operational, and regulatory compliance to our firm. We welcome the opportunity to discuss the details of our services and technology solutions for plan sponsors, plan advisers, and service providers looking for an edge in today’s marketplace. Types of Clients Served • Multiple Employer Plans (MEP) • Pooled Employer Plans (PEP) • Group of Plans (GoP) • Single employer plans (401k, 403b, 457, etc.) • Defined Benefit Plans • Post Retiree Medical Trusts • Group Investment Trusts • Investment & Plan Advisers • Endowments & Foundations
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