In recognition of the expansion and broadening of its mission and service offering, the Tigard, Oregon-based firm has announced that it is rebranding as Fiduciary Decisions (FDI).
“We started our journey in 2008 as Fiduciary Benchmarks and over the years we became the retirement plan industry’s most trusted partner for benchmarking retirement plans,” said Tom Kmak, CEO of Fiduciary Decisions. “Today, we start a new journey as Fiduciary Decisions. This is not just a rebranding but a recognition that we have leveraged our core competency of building decision support systems to help service providers and plan sponsors better manage their retirement plans.”
Examples of the services the firm offers that are beyond benchmarking include:
- Business Management Dashboard, a next-generation practice management solution;
- IRA Best Interest Determination, a service designed to help with the SEC’s Regulation Best Interest and the DOL’s PTE on advice; and
- Retirement Outcomes Evaluator, an interactive plan design service that allows a plan to make changes and see the marginal benefits and marginal costs of those changes in seconds.
In addition to the rebranding effort, FDI announced the following management changes:
- Matt Golda is now Chief Operating Officer;
- Craig Rosenthal is now Head of Strategy and Chief Marketing Officer;
- Mike Narkoff is now Chief Revenue Officer;
- Kathleen Connelly is now Chief Research Officer;
- Ivana Polonijo is now Chief Client Officer; and
- Brad Williams is now Chief Technology Officer.
