Fiduciary Decisions & InsightsTM

Creativity, innovation and doing things the “right” way is what has personified Fiduciary Decisions & InsightsTM  since its inception as Fiduciary Benchmarks in 2008.

Quote

“Innovation happens when you stop accepting the status quo,”

Tom Kmak, CEO
Fiduciary Decisions & InsightsTM

What We Do

What We Do

Fiduciary Decisions & InsightsTM provides technology, tools and research that are independent, comprehensive and actionable to Recordkeepers, Broker Dealers, Advisor/Consultants, Banks, DCIOs, TPAs and Plan Sponsors. We build services that are win-win-win for Service Providers, Plans Sponsors and their Participants. Our services range from benchmarking to practice management to plan design to insightful research and more. Bottom line – we will do the right thing to ensure that our clients and their clients can achieve the outcomes that they are pursuing.

Our History

October 2008

Fiduciary Benchmarks is formed

October 2008
October 2009

Fees, Plan Design and Participant Success benchmarking is launched

October 2008
July 2011

Plan Profile report for prospecting is introduced

July 2011
July 2012

408(b) disclosure with benchmarking integration is released

July 2012
July 2014

Self-service benchmarking portal is launched

October 2008
July 2015

Value and Fee benchmark report is introduced

July 2015
October 2015

Customizable analytics and reporting is launched

October 2015
October 2016

FeeChecker on-demand pricing data is released

October 2016
July 2017

FBi’s first research study – mega market ancillary fees

July 2017
August 2017

FeeBuilder and 5500 Search introduced

August 2017
May 2019

Business Management Dashboard practice management solution launched

May 2019
May 2020

Self-paced, interactive training tools launched

May 2020
April 2021

Fiduciary Benchmarks becomes Fiduciary Decisions & InsightsTM. Watch our rebrand story

April 2021

Please schedule a meeting if you would like to discuss our company or services.