Fiduciary Benchmarks For Service Providers And Their Plans

Advisors & Consultants


Fiduciary Benchmarks

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

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.

Broker Dealers


Fiduciary Benchmarks

Broker Dealers

FBi’s Suite of Services will assist Broker Dealer’s in protecting Plan Sponsors, Improving Retirement Outcomes and Improved Risk and Business Management.

Plan Sponsors


Fiduciary Benchmarks

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


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    Value & Fee Benchmarking


    Five Fee Reasonableness services with varying scope and time to meet differing needs


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    Retirement Outcomes Evaluator


    Select the “right” plan design that helps plan sponsors and participants achieve their goals


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    5500 Search


    An Innovative Take on a 5500 Search Tool for Service Providers


  • 408b2-disclosures-icon

    408(b)(2) Disclosures


    Simple 5 page disclosure built for Broker Dealers, Recordkeepers and TPA’s


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    Industry Research


    Unique insights driven by the Industry’s best data set.

Resource Center

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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.

See more in the Resource Center


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