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TOOLS & TECHNOLOGY

NAPA FIRM PARTNERS

FIDUCIARY BENCHMARKS

Fi360

LAKE OSWEGO, OR • FIDUCIARYBENCHMARKS.COM

PITTSBURGH, PA • Fi360.COM

KEY CONTACTS

KEY CONTACTS

Tom Kmak • 4 0. 5 .4414 • tomkmak fiduciarybenchmarks.com Craig Rosenthal • 20 .405.1 5 • crosenthal fiduciarybenchmarks.com

Fi360 Sales • 866.390.5080 • Sales@Fi360.com

FIRM PROFILE

FIRM PROFILE

i 0 helps financial intermediaries use prudent fiduciary practices to profitably gather, gro and protect investors assets. ince 1 , the firm has provided financial pro essionals ith the education, designations, training and tools necessary to act as a fiduciary in their ork ith investors. eadquartered in ittsburgh, , i 0 is the home o the ccredited Investment iduciary I designation, the iduciary ocus Toolkit and the i 0 iduciary core . i 0 is also the parent company o nn chleck Co. and C .

iduciary enchmarks is the industry leader or independent, comprehensive, in ormative and cost e ective benchmarking services or the defined contribution space and has leveraged its e isting patented method and technology to bring a robust and easy to use solution to the I marketplace. ound in 200 , the company no orks ith many o the industry s largest and most respected ecordkeepers, roker Dealers, dvisor Consultants and lan ponsors.

IN BUSINESS SINCE

IN BUSINESS SINCE

200

1

PRODUCT/SERVICE CATEGORY

PRODUCT/SERVICE CATEGORY dvice

Other

uidance, Consulting lan Design, o t are

PRODUCT/SERVICE DESCRIPTION

PRODUCT/SERVICE DESCRIPTION

The i 0 Toolkit helps you in and retain more business all hile ollo ing a fiduciary process.

iduciary enchmarks i suite o plan benchmarking services is the most comprehensive in the industry. Our solution is built around

ey benefits include • Win ne business using the plan lineup comparison report • treamline investment monitoring and research processes using the i 0 iduciary core • Decode you due diligence process ith engaging monitoring reports that resonate ith plan committees • nsure proper fiduciary documentation by tracking completed monitoring revie s • ave hole orkdays by using plan data integrations ith leading providers • stablish a configurable rame ork to create and maintain best practice investment policy statements • Clearly understand the competitiveness o your advisory ees and services ith the ee enchmarker

The ight Data iduciary enchmarks data is obtained directly rom the source the ecordkeepers, T s and dvisor Consultants that kno the plan best. The data is 0 days old or less hen obtained, is revie ed or accuracy, and is comprehensive in that it includes ees, services, support and participant success measures. n pert Method iduciary enchmarks method ocuses on building apples to apples benchmark groups o similar plans, using high quality data and provides a balanced assessment o the relationship bet een ees and value by also looking at the quality, services, value and e tra credit items or each service provider. ctionable Intelligence iduciary enchmarks reports are designed to be simple, transparent and practical. The reports provide concise in ormation and actionable intelligence that support sensible decision making. The reports and process used to revie them can be part o a prudent I required revie o ee reasonableness.

i 0 s rudent ractices or inancial dvisors has been the oundation or everything e do as a company since 1 . You can have confidence that our so t are has the gold standards o prudent fiduciary processes built right in, so that you can spend more time ocused on building your business.

In addition to our alue and ee benchmarking reports hich come in ull and e ecutive summary versions, i also o ers additional value added services including eeChecker real time access to ees services or internal re erence, ee uilder a one page document that can help e plain ees services to clients and prospects, a report scheduler establish automatic periodic report production or clients, meeting hour tracker log your meetings and hours on the eb or on mobile devices or inclusion in benchmarking reports or as stand alone log or clients and a 5500 search set criteria and search or plans that might be suitable or prospecting. iduciary enchmarks has also leveraged its industry leading plan benchmarking services to provide solutions or I marketplace including est Interest Determination or I ollovers, I enchmarking, evel ee vs. Commission nalysis, customi able compliance ork o s and a decision support system. 128

NAPA BLACK BOOK

BB_WIN18_122-139_ToolsTech.indd 128

2018

11/27/18 9:51 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.