JOIN LOGICAL COMPLIANCE

Partnerships & Integrations

A partnership with HRlogics allows your clients to access five best-in-class compliance solutions. One seamless integration allows your business to grow service lines, demonstrate trackable ROI, and mitigate your clients' risk.


Partnership Application ➔

JOIN LOGICAL COMPLIANCE

Partnerships & Integrations

A partnership with HRlogics allows your clients to access five best-in-class compliance solutions. One seamless integration allows your business to grow service lines, demonstrate trackable ROI, and mitigate your clients' risk. .

Partnership Application ➔
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A retirement marketplace built to make life easier and do what’s right.

A retirement marketplace built to make life easier and do what’s right.

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Description

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.

Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to a high standard and Fiduciary Shield by BidMoni makes it easier than ever for everyone to succeed. Our technology allows for documentation of processes for prudence, like-for-like bid comparisons and continual fee analysis and monitoring with automated reporting.

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Services

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Enterprise Level Clients

We offer custom white-labeling services for enterprise level clients. Let us build a custom package to suit your needs.

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Advisors

Fiduciary Shield by BidMoni offers a comprehensive platform to help grow and manage your employer sponsored retirement plan business.

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TPAs

Start helping your clients with their plan administration needs by utilizing BidMoni's Fiduciary Shield platform.

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Recordkeepers

Join our list of top recordkeepers in the industry and start receiving proposal requests today.

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Employers

Let us help you fulfil key fiduciary obligations and reduce exposure to ERISA litigation while saving you time.

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Employees

As an employee, are you paying reasonable fees on your retirement plan? Let’s find out!

Features

Easy Setup

No software to install — quick and easy online sign up

Concierge Onboarding Service

Assistance onboarding your existing plans.

Unlimited Requests for Proposals (RFPs)

Request proposals from leading recordkeepers. .05% fee of AUM on RFP conversions for fiduciary monitoring, breakpoints available.

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.

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.

Startup Prospector

Premium Feature: 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

Premium Feature: 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

Premium Feature: Access to Fiduciary Wellness Reports available for every ERISA plan.