Advisors & Consultants
Fiduciary Benchmarks for Advisor/Consultants
FBi’s Suite of Services will assist Advisor/Consultant’s in protecting Plan Sponsors, Improving Retirement Outcomes and Improved Practice Management.
Recordkeepers & TPAs
Fiduciary Benchmarks for Recordkeepers & TPA’s
FBi’s Suite of Services will assist Recordkeepers & TPA’s in protecting Plan Sponsors, Improving Retirement Outcomes and Improved Business Management.
FBi’s suite of services will assist Broker Dealers in protecting Plan Sponsors, improving retirement outcomes, and improved risk and business management.
Fiduciary Benchmarks for Plan Sponsors
FBi believes our reports achieve the best results when the Plan Sponsor and Service Providers work together. The content below provides insights as to why fee reasonableness is both necessary and important.
FBi’s Industry Leading Service Offering
Value & Fee Benchmarking
Five Fee Reasonableness services with varying scope and time to meet differing needs
Retirement Outcomes Evaluator
Select the “right” plan design that helps plan sponsors and participants achieve their goals
An Innovative Take on a 5500 Search Tool for Service Providers
Simple 5 page disclosure built for Broker Dealers, Recordkeepers and TPA’s
Unique insights driven by the Industry’s best data set.
FBi Clients May Qualify for Significant Fiduciary Liability Insurance Discounts
FBi and NAPLIA (North American Professional Liability Agency, LLC) have partnered to offer significant fiduciary liability insurance discounts to FBI report recipients whose reports reflect a certain level of fee reasonableness.
What Our Clients Think About Us
“As Warren Buffet says.. “Price is what you pay, value is what you receive”. This report is the first service available to help me correlate the two for my clients. Illustrating value changed the dynamic of the conversation and made me feel more comfortable than ever with my clients.”
Retirement Plan Advisor, 401(k) Advisors Intermountain
“Service value and fee transparency are core to our business at Ascensus. That’s why it’s important for us to offer advisors objective comparison tools that they can use in their practices. We believe FBi’s fee benchmarking report is ideal for helping advisors and their clients make informed decisions about retirement plan providers.”
Executive Vice President, Ascensus
“Fiduciary Benchmarks provides the industry’s best benchmarking service by far. Their latest version is incredibly easy to use and the simple 5-step process for evaluating each service provider helps my clients truly understand the notion that fees should always be considered with value.”
John L. Scott
Managing Director, 401(k) Advisors – Arizona