Fiduciary Benchmarks (FBi) announced that it is rebranding itself as Fiduciary Decisions (FDI) in recognition of the expansion and broadening of its mission and service offering.
“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,” Tom Kmak CEO of Fiduciary Decisions, said in a statement. “We did this using our patented method which helps fiduciaries understand not only what they are paying, but more importantly, what they are receiving from their service providers in terms of quality, service, value, and extra credit.
“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.”
In addition, the FDI organization is being realigned “to better serve both existing and new clients through a reengineered focus on product development, marketing and sales, client success, and research.”
Management changes
- Matt Golda is now Chief Operating Officer focusing on operations, client success and technology.
- Craig Rosenthal is now Head of Strategy and Chief Marketing Officer focusing on partnerships, product development and marketing.
- Mike Narkoff is now Chief Revenue Officer focusing on enterprise sales across all services and channels.
- Kathleen Connelly is now Chief Research Officer focused on leveraging FDI’s industry-leading database to benefit our clients and their clients.
- Ivana Polonijo is now Chief Client Officer focusing on ensuring that clients using FDI services in the most efficient manner to produce successful outcomes for themselves and their clients.
- Brad Williams is now Chief Technology Officer focusing on the buildout and ongoing maintenance of all FDI’s technology infrastructure.
“In addition, we have invested heavily in people—from executives to product managers to those serving clients,” Kmak concluded. “These investments have been made with the full intention of serving you better than we ever have before. In fact, we will strive to be your ‘first call’ when it comes to high-quality technology, tools, and research related to retirement.”
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
