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Description of Services Offered
Fiduciary Decisions (FDI) is a premier provider of technology, tools and research to the Retirement Industry that are independent, comprehensive and actionable. It’s core benchmarking offering is designed to help fiduciaries determine whether the fees they are paying to their service providers are reasonable in light of the value being received.

Through their construction and presentation, FDI, through its reports, seeks to give plan decision makers the context necessary to improve decisions and positively affect the measures of long-term plan success.

FDI reports are available primarily through advisor/consultants, recordkeepers, TPAs and other plan service providers.

Customer Service Contact Information
Phone:  866-516-4909

Email:  clientsuccess@fiduciarydecisions.com

Fax:  503-974-2275

Fiduciary Decisions
13010 SW 68th Parkway, Ste. 140
Tigard OR 97223

Customer Satisfaction
If you are not satisfied with your Fiduciary Decisions service, Fiduciary Decisions will use its commercially reasonable efforts to correct or adjust the services to address your reasonable concerns. If you are still unsatisfied, Fiduciary Decisions may grant you a partial credit, against your Fiduciary Decisions Subscription Agreement.  Any unused credits remaining upon the expiration and/or termination of your Subscription Agreement shall expire. Fiduciary Decisions will not grant you a monetary refund for such credits.

Delivery/Shipping Policy

All Fiduciary Decisions reports are delivered to report users via download through www.fiduciarydecisions.com and/or email.

Privacy Policy

Fiduciary Decisions Privacy Policy is viewable at the following link: https://www.fiduciarydecisions.com/privacy-policy/

Credit Card Payments
Payments can be facilitated through the following card issuers:

Pricing
Fiduciary Decisions pricing varies based on subscription levels.

Secure Check-Out
Fiduciary Decisions facilitates online payments for services using wepay.com. All information traveling between your browser and wepay.com is subject to 256-bit SSL encryption. Notwithstanding the foregoing, you are responsible for confirming that the security protections on your browser, operating system, and mobile device or computer are set at an appropriate level and are up to date.

Last Updated: February 1, 2021