13010 SW 68th Pkwy, Ste. 140, Tigard, OR 97223, United States
Reasonableness Done Right. FBi delivers technology solutions that ensure that quality, service, value and extra credit items are part of every service provider and client fee conversation
Fiduciary Benchmarks was founded in October 2007. We knew the industry needed an independent, comprehensive and informative benchmarking service that would help service providers and the plan sponsors they serve fulfill their duties under ERISA regardless of plan size. We do this while making sure that the service providers, the plan sponsor and the plan participants all benefit from a determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan should all logically be evaluated against the fees that are being paid.
Fiduciary Benchmarks clients include the industry’s largest and most respected recordkeepers, third party administrators, broker-dealers, investment managers and advisor/consultants. These firms trust Fiduciary Benchmarks because they know that all of our services:
Our mission statement best states what drives our company: We are an independent and innovative provider of actionable intelligence to the retirement industry that’s right.
Use the Right Data All of Fiduciary Benchmarks’ data is obtained directly from the source – the Recordkeepers, TPAs and Advisor/Consultants that know the plan best. The data is 90 days or less old when obtained, is reviewed for accuracy, and is comprehensive in that it includes fees, services, support and......