Financial Wellness Program Fulfillment

We do the work, the local advisor gets the credit and we can get them in the Financial Wellness game immediately with minimal to no cost outlay.

  • Custom launch strategies and meetings for each employer.
  • CFP® Financial Coaches available to all employees that are an extension of the local advisor.
  • Holistic financial wellness platform that includes assessments, incentive programs, resource library, virtual meetings, Net Promotor Scores, gamified financial health score and much more!

Qualified Financial Planning Lead Generation

The number one challenge for most advisors is finding the next qualified prospective client. We can help!

  • We connect employees that request financial planning help to advisors.
  • 1 in 30 employees need advanced financial planning…we provide fiduciary-minded education and guidance to the other 29.

Fiduciary Training

Best practices suggest that plan fiduciaries complete fiduciary training at least annually. We produce the training and track completion.

  • Quarterly live and recorded workshops delivered by ERISA experts.
  • Training certificates issued upon completion and stored in the Fiduciary Vault.

Fiduciary Vault

We keep the advisor-produced plan reporting organized and archived for their clients for use in response to plan audits and for easy historical reference.

  • Plan Sponsor ready Plan Reviews can be requested quarterly.
  • Investment Policy Statements.
  • Meeting Minutes templates and storage.
  • Investment Due Diligence Reporting custom for each plan.

Custom Due Diligence Reporting

Fee Benchmarking and Investment Due Diligence Reports custom for each plan powered by Fi360.

  • Quarterly Monitoring report
  • Lowest Cost Share Class Review report
  • Advisor Fee Benchmarker report

Schedule a time to learn more.