How We Help
Focus on Plan Design and Fiduciary oversite for his growing business – and savings on taxes wouldn’t hurt either
VP, Human Resources
Help with streamlining payroll and 401k processes, which will lead to increased participation and better retirement outcomes for his employees
Wears many hats and needs a Retirement Plan Team to help educate her employees and to help her make sure the fees they are paying are reasonable
Free Report: Are Your Investments Putting You at Risk?
What is fi360 and their "Fiduciary Score"?
FI360 is considered the gold standard when it comes to evaluating fiduciary standards. The free report offered is an evaluation of how a plan’s fund lineup stacks up in the recommended areas that plan fiduciaries should be evaluating.
Funds are scored on a scale of 0 (Best) to 100 (worst) versus their peers within the same asset class. The tool takes into account the following factors:
Expense Ratios and Fees Relative to Peers
Risk Adjusted Performance (Alpha and Sharpe Ratio)
Performance Relative to Peers (1, 3, and 5 year data)
Minimum Track Record
Stability of the Organization
Assets in the Investment
Composition Consistent with Asset Class