After locating your company’s retirement plan information, you will be asked to enter some additional basic plan information. You will also be able to enter desired features including pricing, services, fund lists, etc… From here you can easily submit a request for bids.
As potential recordkeepers answer the request, proposals will be sorted and scored. You will be presented with the top results matching your requests.
Select and Monitor
Once you select and implement a new plan, FiduciaryShield will provide automated and ongoing fee analysis and plan monitoring.