Eliminate the Need for Guide/Roadmap

  • A simple 5-page disclosure branded to your firm and organized in accordance with the actual DOL regulation eliminates the need for a separate guide or roadmap
  • Sections include:
    • Overview, responsible plan fiduciary, and covered service provider
    • Fiduciary status and services delivered
    • Direct compensation and the ability to handle any fee schedule
    • Indirect compensation with access to over 40,000 investments
    • Compensation paid among related parties


Robust Services Module

  • Services provided sections are based on FBi’s industry-leading benchmarking service with design input from a multitude of Advisor/Consultants, Recordkeepers and Third Party Administrators


What You Need, When You Need It

  • Disclosures are on-demand
  • Management reporting and analytics are on-demand