Recent News

 

July 17, 2017 Fiduciary Benchmarks Introduces IRA Rollover Tool
June 7, 2017 FBi Launches IRA Rollover Service Addressing the Requirements of the Fiduciary Rule and FINRA 13-45
May 30, 2017 Fiduciary Benchmarks Expands Corporate Teams

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Our History

Fiduciary Benchmarks was founded in October 2007. We knew the industry needed an independent, comprehensive and informative benchmarking service that would help Service Providers and the Plan Sponsors they serve fulfill their duties under ERISA regardless of plan size. We do this while making sure that the Service Providers, the Plan Sponsor and the plan participants all benefit from a determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan should all logically be evaluated against the fees that are being paid.

Fiduciary Benchmarks clients include the industry’s largest and most respected Recordkeepers, Third Party Administrators, Broker/Dealers, Investment Managers and Advisor/Consultants. These firms trust Fiduciary Benchmarks because they know that all of our services:

  • Use data that has integrity
  • Employ a method that is fair and independent
  • Provide output that is simple, transparent and practical

Our mission statement best states what drives our company: We are an independent and innovative provider of actionable intelligence to the retirement industry that’s right.

Locations

lakeO

Lake Oswego, Oregon

Data Operations & Technology

464heritage

Southbury, Connecticut

Sales & Service

scottsdale-arizona-6-jill-reger

Scottsdale, Arizona

Executive Offices