Creativity, innovation and doing things the "right" way is what has personified Fiduciary Decisions since its inception as Fiduciary Benchmarks in 2008.
“Innovation happens when you stop accepting the status quo,”
Fiduciary Decisions 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 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.
Fiduciary Benchmarks is formed
Fees, Plan Design and Participant Success benchmarking is launched
Plan Profile report for prospecting is introduced
408(b) disclosure with benchmarking integration is released
Self-service benchmarking portal is launched
Value and Fee benchmark report is introduced
Customizable analytics and reporting is launched
FeeChecker on-demand pricing data is released
IRA Rollover Best Interest Determination service introduced
FBi’s first research study – mega market ancillary fees
FeeBuilder and 5500 Search introduced
Business Management Dashboard practice management solution launched
Presentation Style Benchmarking report released
Self-paced, interactive training tools launched
Fiduciary Benchmarks becomes Fiduciary Decisions. Watch our rebrand story
Please schedule a meeting if you would like to discuss our company or services.
