BidMoni, Inc. designed Fiduciary Shield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. At BidMoni, we build technology to make life easier and do what’s right.
Fiduciary Shield offers unique solutions to the following clients:
-Plan fiduciaries (anyone with discretion over a plan or control of plan assets) seeking help in fulfilling their fiduciary duties under ERISA. Our platform provides documentation of processes for prudence, like-for-like service provider bid comparisons, and ongoing fee analysis. With continual monitoring of marketplace pricing trends and plan demographics, we will notify you of changes that could affect plan pricing.
-Advisors looking for an end-to-end platform to grow and manage their retirement plan business. This includes services to identify plans in most need of shopping as well as a marketplace to efficiently gather bids and make like-for-like comparisons. Our time saving technology and ongoing monitoring helps advisors scale their retirement plan business while ensuring clients are in a plan that best fits their needs at a fair price.
-Financial institutions seeking institutional oversight, compliance guardrails, and sales flow reporting capabilities from their retirement divisions.
-Retirement plan service providers seeking opportunities to easily submit proposals and review data analytics to create more efficient products.
-Retirement plan sponsors looking for time saving and cost-efficient analysis and management of their plan.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 770 Water St,
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- bidmoni.com
- Keywords
- 403b, 457b, Retirement Plan Administration, Retirement Plan Education, Financial Wellness, Employee Benefits, 3(38) Fiduciary Services, TPA, RFP, Retirement Plan Selection, Benchmarking, Defined Contribution, FinTech, ERISA Compliance, Recordkeepers, Service Provider Selection, Fee Monitoring, Prudence, Documentation, Technology.
- HQ
- Biloxi, Mississippi
Bidmoni Inc. Questions
Bidmoni Inc.'s website is bidmoni.com
Bidmoni Inc.'s LinkedIn profile is https://www.linkedin.com/company/bidmoni-inc
Bidmoni Inc. has
6 employees.
View email and phone details for 6
employees at Bidmoni Inc..
Bidmoni Inc.'s industry is
IT Services and IT Consulting
Bidmoni Inc.'s top competitors are
Pendlebury Hall Advisors, Llc,
Paycore,
Oakstreet Wealth Management, Inc.,
Harvey Partners,
Vantage Financial,
Kwp Growth Partners,
Sallus Retirement,
Nustay,
Moniwell, Spc,
Cūtiscare Llc.
Bidmoni Inc.'s categories are IT Services and IT Consulting
Bidmoni Inc.'s founding year is 2018
