"Innovation happens when you combine expertise, creativity and a desire to make things better," Tom Kmak, CEO explains why "Benchmarks" became "Decisions".
Watch The Road from "Benchmarks" to "Decisions"
Fiduciary Decisions is here to provide the data, tools and insights that will improve your business and deliver better results for your Participants and Investors. Read, CEO Tom Kmak’s blog to learn more.
Our goal is simple: to build decision support systems that help Service Providers and their clients make informed decisions that drive better results for them, their Plan Sponsors and their Participants.
From plans to IRAs. From practice management to compliance. From plan design to pricing strategy. FDI offers a broad range of solutions to improve your business.
A next level practice management solution that takes all of your plan data and tools, wrapped in efficiency driving workflows, customizable management reporting and the ability to work on any mobile device.
A best interest solution that will help you comply with standard of care best practices and produce a client-friendly report that documents your best interest IRA rollover recommendation.
A dynamic plan design analyzer that intelligently shows how different plan design alternatives can improve retirement outcomes.
With up-to-date data on more than 325,000 retirement plans, including all market segments, let our experience help you make better business decisions.
A disclosure solution that is a simple, efficient and customizable solution to help satisfy your compliance needs.
Ensuring that Quality, Service, Value and Extra Credit are a part of every fee conversation between Service Providers and Plan Sponsors.
FDI serves a variety of clients with data, tools and insights that benefit their business as well as their clients.
FDI’s solution suite helps recordkeepers efficiently evaluate and manage their business for the benefit of their plan sponsors and participants.
The Business Management Dashboard consolidates your plan data, provides efficient workflows, management reporting and oversight.
Next level practice management that brings your practice new found efficiency, repeatability, scalability and profitability.
We also service Asset Managers, TPAs, Banks and Plan Sponsors.
Monthly opinions and insights from FDI's thoughtful and experienced Executive Team.
FDI can help you and your clients with our benchmarking, practice management, compliance, plan design and research.
