FDI Materials Downloads - Recordkeeper Sales

Sample Reports:

Fee Summary
Benchmarking Report with Recordkeeper FEEPOINT Calculation

A concise advisor benchmarking report that highlights your services and fee.
For use with clients and prospects.

Fee Monitor*
Benchmarking Report with Recordkeeper FEEPOINT Calculation

A streamlined benchmarking report for smaller clients (typically with less than $20M in assets). It covers your fees and services, advisors (if applicable), and investment lineups.
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.

Plan Profile
Prospecting Report

Integrated with our 5500-search engine, Plan Profile provides your sales team a fact-based prospect engagement tool to demonstrate your industry knowledge and differentiate your services from your competitors.
For use with prospects.

Additional services and tools:

Data and Analytics

Validate Pricing for a Plan - Fee Checker internal tool to preview peer-group fees and services and validate pricing
Validate Pricing on Your Entire Client base - Value and Fee Matrix analyze your full book of business
Reporting and analytics dashboard
Automated benchmark report scheduling
Plan list and completed-report library

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

Fiduciary Decisions - Material Downloads