Tools & Technology
NAPAFIRMPARTNERS
Tigard, OR • fiduciarydecisions.com
San Francisco, CA • tryfinch.com
Fiduciary Decisions
Finch
Key Contact(s)
Key Contact(s)
Mike Narkoff 267.406.0276 • mike.narkoff@fiduciarydecisions.com Kathleen Connelly 443.666.3256 • kathleen.connelly@fiduciarydecisions.com Craig Rosenthal 203.249.1574 • craig.rosenthal@fiduciarydecisions.com
Charlie Liang 408.480.4455 • charlie@tryfinch.com Ansel Parikh ansel@tryfinch.com
Firm Profile In Business Since: 2007 Fiduciary Decisions provides technology, tools and research that are independent, comprehensive and actionable to Recordkeepers, Broker Dealers, Advisor/Consultants, Banks, DCIOs, and TPAs. We build services that are winwin-win for Service Providers, Plan Sponsors and their Participants. Our services range from benchmarking to practice management to plan design and more. Bottom line – we will do the right thing to ensure that our clients and their clients can achieve the outcomes that they are pursuing.
Product / Service Category Other
Firm Profile In Business Since: 2020 Finch is the #1 unified API for employment systems, with industry-leading coverage across 200+ payroll and HRIS providers. Our technology underpins the employment ecosystem, helping employers share organization, pay, and benefits data securely. Finch powers integrations for hundreds of platforms including Human Interest, ForUsAll, Ubiquity, and Penelope.
Product / Service Category Software
Product / Service Description API for applications looking to connect with payroll & HRIS systems. One single integration to Finch unlocks access to over 200+ payroll & HRIS providers.
Product / Service Description Fiduciary Decisions is the industry leader for independent, comprehensive and actionable value and fee benchmarking services for the defined contribution space. Value and Fee Benchmark reports are available in a number of different formats and levels of detail but all follow our patented process and contain FEEPOINT®. FEEPOINT® is our proprietary estimate of what a Service Provider’s fee could be if their extra work and fiduciary status were considered. In addition, FDI service offerings include: • Business Management Dashboard - a next level practice management solution for advisors and home offices which consolidates plan data and tools, wraps them in efficiency driving workflows, provides customizable management reporting and more. • Retirement Outcomes Evaluator - an interactive Plan Design tool that uses a 5-step method to improve Participant outcomes by making changes to 12 plan design variables that are shown to improve Saving, Investing and Spending behavior. • Rollover Decision Support System - workflow, compliance and data offerings to support advisors and home offices looking to address the requirements of DOL 2020-02. Two core solutions offered: Full Service ideal for firms that want a turn-key solution and Data Only - ideal for firms that want to incorporate benchmark data into their current workflows and disclosures when a 404a-5 is unavailable. • Research - the industry’s best information and insights delivered with expert interpretation. Our capabilities span from pricing and compensation to investment, design and success metrics derived from the industry’s largest and most accurate plan dataset. Custom research is also available.
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