FBi's New IRA Rollover Best Interest Determination Service
Join us to see how Fiduciary Benchmarks' new IRA Rollover Best Interest Determination service is being leveraged to solve for the new Fiduciary Rule IRA requirements.
Capitalizing on our industry leading 401(k) Benchmarking System – FBi has built a website to collect information related to the investor, as well as service and fee data related to any 401(k) plan or IRA that is being considered. This process, which considers services and fees should help financial services firms and individual advisors to comply with this expansive new regulation.
This session will include a demonstration of FBi's solution.
Additionally, we are offering a new whitepaper, prepared for Fiduciary Benchmarks by Fred Reish and Bruce Ashton of Drinker Biddle, in which they discuss how service providers, including advisors, to ERISA governed retirement plans and IRAs may receive no more than reasonable compensation for their services.