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 needs 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 amongst 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
  • On-Demand Management Reporting and Analytics