firm.fiduciarymanagement.com

Welcome to FIDUCIARY iNVESTMENT REPORTING MANAGER

Welcome to the Website of the Center for Fiduciary Management. Our service offering, Fiduciary Investment Reporting Manager (FiRM), is designed for brokers and advisors to provide investment policy development and compliance monitoring services for retirement plan sponsors. Our reports are made for executives that are not necessarily financial experts. We offer both summary and detail “exception-highlighted” reporting to reflect varying executive styles. To learn more about FiRM, contact us or.

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Welcome to the Website of the Center for Fiduciary Management. Our service offering, Fiduciary Investment Reporting Manager (FiRM), is designed for brokers and advisors to provide investment policy development and compliance monitoring services for retirement plan sponsors. Our reports are made for executives that are not necessarily financial experts. We offer both summary and detail “exception-highlighted” reporting to reflect varying executive styles. To learn more about FiRM, contact us or.

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Welcome to FIDUCIARY iNVESTMENT REPORTING MANAGER | firm.fiduciarymanagement.com Reviews

https://firm.fiduciarymanagement.com

Welcome to the Website of the Center for Fiduciary Management. Our service offering, Fiduciary Investment Reporting Manager (FiRM), is designed for brokers and advisors to provide investment policy development and compliance monitoring services for retirement plan sponsors. Our reports are made for executives that are not necessarily financial experts. We offer both summary and detail “exception-highlighted” reporting to reflect varying executive styles. To learn more about FiRM, contact us or.

LINKS TO THIS WEBSITE

fiduciarymanagement.com

Overview

http://www.fiduciarymanagement.com/rfp-director/overview

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Provider Search and Screening. RFP Director Case Studies. Is your guide to the Retirement Plan Service Provider search and selection process. We have helped Retirement Plan Advisors conduct over 1000. Service Provider RFPs for Plans ranging from $50,000 - $800,000,000. As well as start-up plans. RFP Director can be used for 401(k), 403(b), Defined Benefit, 457, and Cash-Balance Plans. Easy RFP Setup and Distribution. Apples-to-Apples co...

fiduciarymanagement.com

Plan Vault | Plan Portal

http://www.fiduciarymanagement.com/vault-portal

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Learn More About Plan Vault Plan Portal. 6900 College Boulevard, Suite 930, Overland Park, Kansas 66211 866.411.2336 Contact Us.

fiduciarymanagement.com

Overview

http://www.fiduciarymanagement.com/rfp-director

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Provider Search and Screening. RFP Director Case Studies. Is your guide to the Retirement Plan Service Provider search and selection process. We have helped Retirement Plan Advisors conduct over 1000. Service Provider RFPs for Plans ranging from $50,000 - $800,000,000. As well as start-up plans. RFP Director can be used for 401(k), 403(b), Defined Benefit, 457, and Cash-Balance Plans. Easy RFP Setup and Distribution. Apples-to-Apples co...

fiduciarymanagement.com

Overview

http://www.fiduciarymanagement.com/firm

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Fee Analysis and Benchmarking. FiRM has supported Retirement Plan Advisors/Specialists with solutions for investment monitoring and selection, plan fee analysis, investment line-up comparison, document storage and delivery, and many others. Highlights of the top features of FiRM are below. For more information on the specific analysis and reporting capabilities of FiRM, please see the menu above! Configurable report section colors.

fiduciarymanagement.com

Why CFFM

http://www.fiduciarymanagement.com/why-firm-

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Top Ten Reasons FiRM should be your choice for Retirement Plan Investment Analytics. FiRM can be branded to fit your company brand - your logo, your colors, your key content. FiRM reports are built in a format that will be familiar to and understandable to Plan Sponsors. Your time with Plan Sponsors is limited. FiRM reports can be adjusted to fit the time you have and the topics you want to cover.

fiduciarymanagement.com

About Us

http://www.fiduciarymanagement.com/about-us

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Helping advisors improve practice efficiency and. Add value for plan sponsors. Center for Fiduciary Management. CFFM) specializes in providing the retirement plan industry with investment monitoring services through its toolset FiRM,. And providing online Retirement Service Provider RFP services through its toolset. We currently support over. Marketing or monitoring over. We currently have serviced over. 150,000 - $800 Million. Dan is D...

fiduciarymanagement.com

Data Suppliers

http://www.fiduciarymanagement.com/data-suppliers

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Over 120,000 products and share classes available. To ensure precise plan monitoring results, FiRM actively seeks to gather all of a provider’s Separate Account share classes most used by retirement plans. Most of our competitors will claim they have Separate Account data, but only CFFM has built strong relationships with some of the biggest names in the financial industry to ensure FiRM can meet your plan analytic needs.

fiduciarymanagement.com

Overview

http://www.fiduciarymanagement.com/firm/common-features

FiRM: Fiduciary Investment Reporting Manager. Login to RFP Director. Fee Analysis and Benchmarking. FiRM has supported Retirement Plan Advisors/Specialists with solutions for investment monitoring and selection, plan fee analysis, investment line-up comparison, document storage and delivery, and many others. Highlights of the top features of FiRM are below. For more information on the specific analysis and reporting capabilities of FiRM, please see the menu above! Configurable report section colors.

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firm.fiduciarymanagement.com

Welcome to FIDUCIARY iNVESTMENT REPORTING MANAGER

Welcome to the Website of the Center for Fiduciary Management. Our service offering, Fiduciary Investment Reporting Manager (FiRM), is designed for brokers and advisors to provide investment policy development and compliance monitoring services for retirement plan sponsors. Our reports are made for executives that are not necessarily financial experts. We offer both summary and detail “exception-highlighted” reporting to reflect varying executive styles. To learn more about FiRM, contact us or.

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