Resources about FDI, our services and our thought leadership can be downloaded below.
Please let us know if you have any questions.
Investment line-up characteristics by market segment
Create on-demand report with limited data
Broad education piece covering menu construction for similar plans
Plan specific investment line-up comparing performance and fees
Load existing plan's line-up
Create a total line-up analysis for your Advisors
One fund compared to up to 3 other funds - by market segment excess fees and performance
Load individual funds for comparison
Compare your fund(s) vs. three competitor’s funds for your Advisors
Target date sleeve compared to up to 2 other target data sleeves by market segment - excess fees and performance
Load target data funds
Compare your TDFs vs. two competitor’s TDFs for your Advisors
Evaluate your entire investment offering
Review top competitors, see how your funds compare
Identify opportunities
Inform your focus list
Investment Expense by Market Segment
Review investment expenses across peer, and by market segment in 1 report
Review top competitors, see how your funds compare
Inform annual BOD peer expense reporting
Inform your focus list
For your reference only, current solutions used by FDI’s Advisor Clients:
Fee Summary
Benchmarking Report with Advisor FEEPOINT Calculation
A concise advisor benchmarking report that highlights your services and fee.
For use with clients and prospects.
Fee Monitor*
Benchmarking Report with Advisor FEEPOINT Calculation
A streamlined benchmarking report for smaller clients (typically with less than $20M in assets). It covers your fees and services, recordkeepers, and investment lineups. For the majority of recordkeepers, simply upload the 408(b)(2) disclosure (see list of recordkeeper processing timelines).
For use with clients.
Value & Fee Benchmarking*
Report with Advisor and Recordkeeper FEEPOINT Calculation
FDI's most comprehensive benchmarking report, with detailed service and fee comparisons across all providers. It also includes key plan details and participant success metrics, making it ideal for plans with more than $20M in assets.
For use with clients and prospects.
Plan Profile
Prospecting Report
Integrated with our 5500-search engine, Plan Profile provides you a fact-based prospect engagement tool to demonstrate your industry knowledge and differentiate your services from your competitors.
For use with prospects.
Thought Leadership:
Five Steps to Benchmark Managed Accounts
Managed Accounts Supplement
What Factors Impact Retirement Income the Most, and Which Factors Impact it the Least
Calculating How Much Money You May Need for Retirement
How Do You Determine an Accurate Personal Retirement Goal?
The Magnificent Seven – A Means to Define and Predict Retirement Success
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