Enterprise Level Clients

We offer custom white-labeling services for enterprise level clients. Let us build a custom package to suit your needs. From advisor processes and sales tracking to back-end infrastructure flow and compliance support, we’ve got you covered. Contact us today for more information and pricing.

Advisors

Subscription Options

 

  • Standard
  • Professional
  • Advanced Solutions
Standard Professional Advanced Solutions
Monthly Price (Paid Annually)
*See Terms 		Free $99 Call for more info
1-888-4SHIELD
Standard Features
Easy Setup
No software to install — quick and easy online sign up.
 ✔ ✔ ✔
Concierge Onboarding Service
Assistance onboarding your existing plans.
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Unlimited Requests for Proposals (RFPs)
Request proposals from leading recordkeepers. .05% fee of AUM on RFP conversions for fiduciary monitoring, breakpoints available.
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National Plan Search
Search plans nationwide powered by BidMoni and DOL Form 5500 data.
 ✔ ✔ ✔
Ongoing Plan Monitoring
Access to reports that utilize incoming market data to benchmark plan fees and provide ongoing and automated fee monitoring.
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Predictive Plan Design
Discover tax advantages of different plan designs to determine the best fit for your client. Easily compare plan formats in a simple and easy to understand format.
✔ ✔ ✔
Premium Features
Startup Prospector
Sort and filter companies without a plan based on a specific geographic location. An advanced search feature allows users to search companies based on:
  • - Number of Employees
  • - Annual Payroll
  ✔ ✔
401k Prospector
Sort and filter plans based on a specific geographic location. An advanced search feature allows users to search plans based on:
  • - Current Service Provider
  • - Fiduciary Risk Factors / Unique Plan Characteristics
✔ ✔
Wellness Reports
Access to Fiduciary Wellness Reports available for every ERISA plan.
 $25-$50 per report ✔
Unlimited		 ✔
LinkedIn® Integration
Grow your network and ask for referrals by connecting with a plan's named sponsor and other key employees.
 ✔ Schedule Demo
*Additional White Label, Firm Level, and Licensing options available. Contact for more information

Employers

  • 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

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