N A P A B L A C K B O O K 2 01 9 | A D D I T I O N A L L I S T I N G S | T O O L S & T E C H N O L O G Y
ELITE RETIREMENT ALLIANCE
ERISAPEDIA.COM
FIDUCIARY COMPLIANCE CORPORATION
Seattle, WA | etpaa.com/instaquote
Atlanta, GA | erisapedia.com
Murfreesboro, TN | fi uciar e ge.com
FIRM PROFILE
Elite Retirement Alliance, the owner of InstaQuote®, is the fastest growing producer of retirement plan proposals in the industry. As of Oct 1st, 2019 InstaQuote has produced 1750+ proposals representing over $4.5 Billion in assets. Our clients represent the highest quality TPA’s in the country and we interact daily with recordkeepers, DCIO’s and Broker-Dealers. The InstaQuote proposals sets a standard for transparency and disclosure in the TPA industry and are preferred by RIA’s and Plan Advisors who take on fiduciary responsibility on behalf of their clients.
IN BUSINESS SINCE
2016
PRODUCT / SERVICE CATEGORY
Software, Other
PRODUCT / SERVICE DESCRIPTION
InstaQuote® – The TPA industry’s premier proposal solution. Now TPA’s can generate complex proposals 24/7 and receive them in seconds. AutoAgree© – Produce a signature ready service agreement in seconds using data from InstaQuote. Options include esignature as well as Advisor thank you email with data to help the advisor complete their BD paperwork. Business Intelligence – Elite TPA’s now have the industry’s best Dashboard! Real time access to key business indicators, pipeline funnel, closing ratio’s, top 10 BD’s, etc.
KEY CONTACTS
KEY CONTACTS
Timothy McCutcheon | 612.605.2266 | tmm@erisapedia.com Chuck Gouge | 704.908.3505 | cgouge@erisapedia.com Maureen Pesek | 612.619.7908 | mpesek@erisapedia.com
Larry E. Crocker | 615.848.0015 | LEC ifiduciary.com Patrick Smyth | 615.848.0015 | Patrick@FiduciaryEdge.com Brian Gupton | 615.848.0015 | BLG ifiduciary.com
FIRM PROFILE
Fiduciary Compliance Corporation is a compliance technologies firm that provides workflow management solutions with administrative oversight. FiduciaryEdge®, our patented compliance system, was designed to simplify plan management for employers that sponsor a retirement or benefit plan. In addition, FiduciaryEdge® tracks and provides transparency of the actions and activities of the employer’s staff and service providers that are responsible for the plan. FiduciaryEdge is a secure, cloud-based fiduciary compliance management platform that provides a detailed roadmap to identify and solve the complex administrative, operational and regulatory compliance problems faced by employers and their responsible fiduciaries.
ERISApedia.com provides financial advisers, as well as other professionals dealing with ualified plans, a suite of business development tools. These business development resources include applications for finding prospective clients using dozens of relevant filters, including ueries for specific plan investments and service providers. The product suite also includes an Operational Benchmark Report that compares a given plan to its peer group, or a custom created peer group, and provides useful planning tips based on the individual benchmark results and other plan characteristics. With a platform that combines search tools and a user-friendly interface, ERISApedia.com helps customers Get Answers and Win Clients.
IN BUSINESS SINCE
2014
PRODUCT / SERVICE CATEGORY
Other
PRODUCT / SERVICE DESCRIPTION
Form 00 filing data prospecting and benchmark resources built on a modern platform with unique capabilities. Quickly and easily find prospects, gather plan data and insight from current and historic filings, benchmark plan operational elements. Find plans by service providers and identify opportunities by using smart searching of plans’ schedules of assets for funds, categories, missing category or fund company.
FIRM PROFILE
IN BUSINESS SINCE
153
2007
PRODUCT / SERVICE CATEGORY
Software, Other
PRODUCT / SERVICE DESCRIPTION
Maintaining an effective, efficient and compliant benefit or retirement plan often seems like an impossible task for employers. Due to the complex nature of plan management and the changing regulatory environment, more plan sponsors and plan fiduciaries are looking for uality fiduciary compliance guidance, oversight and support as opportunities to mitigate their corporate and personal fiduciary risk. FiduciaryEdge is the solution.
NAPA-NET.ORG
KEY CONTACTS
Tony Davis | 425.891.2001 | tony@eliteretirementalliance.com
FiduciaryEdge® features: Task Management; Detailed Calendar with Task Alerts; Dashboard with Communications Forum and Regulatory Updates; Easy Management of Users, Groups and Permissions; Dynamic Plan Fiduciary Compliance Score; Document Vault; Resource Center; Activity Auditing FiduciaryEdge® provides plan sponsors and plan fiduciaries a peace of mind by ensuring their retirement plan is compliant with applicable laws, regulations and industry best practices. Benefits include » Accountability – Transparency of required tasks and the individuals responsible for them » Saves Time – No more guessing or searching for what actions are required » Activity Reporting – On demand activity audit reporting for any date and time period » Saves Money – Reduced need for people to become fiduciary compliance experts » Reduces Risk – Avoid non-compliance risk, and possible penalties, or other disruptive events now and in the future » Easy to Use – Secure, cloud-based system with no hardware or software to acquire and no integration requirements to current technology ERISA Compliance. Simplified
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