Fiduciary Benchmarks for Service Providers and their Plans

DC Plan Benchmarking


Fiduciary Benchmarks

DC Plan Benchmarking

Plan Fiduciaries are required to ensure that they are “paying only reasonable plan expenses.” To this end, our Value and Fee Benchmark Report with FEEPOINT™ Calculation considers quality, service, value metrics and extra credit items in addition to fees to determine fee reasonableness. Our robust Suite of Services allows service providers to find the solution that will fit the specific needs of their clients.

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IRA Benchmarking


Fiduciary Benchmarks

IRA Benchmarking

FBi has leveraged its industry-leading DC Plan benchmarking patented method and technology to solve for the new Fiduciary Rule IRA requirements. The solution includes the determination of reasonable compensation, Best Interest Contract Exemption (BICE), compliance reporting and workflow solutions.

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Retirement Outcomes Evaluator


Fiduciary Benchmarks

Retirement Outcomes Evaluator

The Retirement Outcomes Evaluator is an interactive service that is intended to model plan designs with the objective of identifying a design that will provide better retirement outcomes at reasonable costs to the plan and its participants.

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Data Aggregation


Fiduciary Benchmarks

Data Aggregation

Fiduciary Benchmarks has established the standard for Defined Contribution Plan data formats and gathering which can now be leveraged by Broker/Dealers for analytics and risk management. The goal of FBi’s Data Aggregation Service is to support Broker/Dealers with the data needed to better run their businesses. The process centers around gathering data from each of a Broker/Dealer’s Recordkeeping partners on an ongoing basis to ensure that all plans from all advisors are accounted for.

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Research and Analytics


Fiduciary Benchmarks

Research and Analytics

Fiduciary Benchmarks data is collected using rigorous methods that ensure accuracy and comparability. These same data structures also support a robust research offering. The goal of FBi’s Industry Research is to support Recordkeepers, TPAs, Broker/Dealers and Investment Managers with the data needed to better run their businesses.

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Thought Leadership

From the Blog

Prospecting for 401(k) Clients

By Craig Rosenthal

 

“Whether you are starting out in the 401(k) industry or a seasoned professional – it all starts with an accurate prospect list. Who are the key decision makers that you can connect with so that you can share your story and earn their company’s retirement plan business?”

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