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
