Integrated benchmarking and RFP reports that enable our clients to evaluate their plans, fees, services and investments.

• Most widely used RFP/benchmarking system in the U.S.
• Live bid process to let the market determine reasonable fees
• Bundled and unbundled recordkeeping and TPA platforms
• More than 100 provider platforms
• Analyze provider capabilities via a pre-populated 400 data point questionnaire
• Prospect through project-only work

B3 reduces the time to create meaningful reports by 90 percent.

The Fiduciary Fitness Program (FFP) is an independent compliance tool to measure the health of a retirement plan. Our program provides resources to identify potential weakness in your plan and remedy through education, diligence and process.

Program Components:

• Fiduciary Report Card
• Fiduciary Plan Review
• Client Reference Guide

A virtual plan information storage warehouse that keeps the benefits you bring to clients in front of them even when you’re not.

• Proprietary online portal housing meeting summaries, compliance documents, newsletters and so much more
• Affords our clients any-time access to pertinent plan information
• Readily prepares our clients for a plan audit

Direct your clients to www.fiduciarybriefcase.com or add the login widget to your own website.

Seamlessly syncs plan-level information from provider to your portal.

• Pulls plan investment lineup and assets from recordkeeper websites and links to the RPAG portal
• Data feeds monthly or quarterly, depending on recordkeeper
• Tracks system-wide data, such as total assets by fund manager, specific fund and provider

Aligns target-date fund selection process with recent Department of Labor guidelines.

• Uncovers the best-fit glidepath by examining a plan’s demographics, objectives and participant behavior
• Identifies a prudent target date series using our leading Scorecard criteria
• Allows for a consistent, repeatable, documented process to determine and defend QDIA decisions