Who We Are
BidMoni, Inc. designed FiduciaryShield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process.

Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to a high standard and FiduciaryShield makes it easier than ever for everyone to succeed. Our technology allows for documentation of processes for prudence, like-for-like bid comparisons and continual fee analysis and monitoring with automated reporting.

FiduciaryShield offers unique solutions to the following clients:

• Plan fiduciaries (anyone with discretion over a plan or control of plan assets) seeking help in fulfilling their fiduciary duties under ERISA. Our platform provides documentation of processes for prudence, like-for-like service provider bid comparisons, and ongoing fee analysis. With continual monitoring of marketplace pricing trends and plan demographics, we will notify you of changes that could affect plan pricing.
• Advisors looking for an end-to-end platform to grow and manage their retirement plan business. This includes services to identify plans in most need of shopping as well as a marketplace to efficiently gather bids and make like-for-like comparisons. Our time saving technology and ongoing monitoring helps advisors scale their retirement plan business while ensuring clients are in a plan that best fits their needs at a fair price.
• Financial institutions seeking institutional oversight, compliance guardrails, and sales flow reporting capabilities from their retirement divisions.
• Retirement plan service providers seeking opportunities to easily submit proposals and review data analytics to create more efficient products.
• Retirement plan sponsors looking for time saving and cost-efficient analysis and management of their plan.