Fiduciary Shield by BidMoni

.05 %

  • Covers both the initial request for proposal (RFP) and subsequent benchmarking
  • Only charged upon selection of an RFP respondent
  • Charged from plan assets
  • Applies to plans from $0-$25,000,000 AUM
  • Custom pricing offered for plans over $25,000,000

BidMoni Inc. is an SEC-registered investment advisor. Please see ourĀ full disclosure for important details.

First Ascent Asset Management

.07 %

  • For 3(38) investment selection and monitoring by First Ascent Asset Management
  • Charged from plan assets
  • Applies to plans from $0-$25,000,000 AUM
  • Custom pricing offered for plans over $25,000,000
  • Optional, alternative fund selection methods available

First Ascent is a SEC-registered investment advisor. Please see our Firm Disclosure Brochure for important additional details.

Our Philosophy

Employer sponsored retirement plans can be complex, but they don't have to be. By utilizing our free software and providing basic plan information, we are able to sort through proposals from major carriers to help find the best plan for your employees.

Our service allows you to easily ask providers for the specific features you need, and they are thrilled to compete for your business.

If our process helps you find a better retirement plan, we will deduct a small fee from the new plan to provide ongoing monitoring. Monitoring is a key step in the fiduciary process and is how we help streamline fiduciary responsibility.

We Will Help You:

  • Understand if the fees in your retirement plan(s) are reasonable compared to other employers like you
  • Know who is responsible for choosing and monitoring the investments in your plan
  • Evaluate your plan on an ongoing basis to remain in good fiduciary standing.
  • Avoid anything that could be perceived as a conflict of interest
  • Help your employees to have as much money as possible at retirement

Let's check your plan

  • 1
    Request Bids

    After locating your company retirement plan information, you will enter other basic information to tell us more about the plan. Pricing, fund list, option etc.. and submit for bid.

  • 2
    View Responses

    As potential recordkeepers answer the request, proposals will be sorted and scored. You will be presented with the top results.

  • 3
    Select and Monitor

    Once you select and implement your new plan, Fiduciary Shield will provide automated assistance with plan monitoring moving forward including notifications of suggested changes that should be made.

Get Started

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