Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
About This Webinar
Fiduciary Benchmarks is the industry leader for independent, comprehensive and informative value and fee benchmarking services for the defined contribution space. FBi also offers the Business Management Dashboard – a next generation practice management platform for retirement plan advisors enabling them to manage their business more efficiently and effectively than ever before. In addition, FBi offers IRA services including a Best Interest Determination tool. Founded in 2007, the company now works with many of the industry’s largest and most respected Recordkeepers, Broker/Dealers, Advisor/Consultants and Plan Sponsors.
When:
Monday, December 30, 2024 · 12:28 p.m. · Eastern Time (US & Canada)
Language:
English
Who can attend? Anyone with the event link can attend
Dial-in available?
(listen only): Yes
Dial-in Number:
Please register for this Webinar to view the dial-in info.
Featured Presenters
Senior Vice President, Advisor Sales & Service
Craig Rosenthal is a Principal of Fiduciary Benchmarks, (FBi) and serves as Senior Vice President of Sales and Service and Marketing. Craig is responsible for marketing, sales, service, product development, and partnerships in the financial advisor/consultant, broker/dealer and DCIO channels. Prior to joining FBi, Craig was PLANSPONSOR’s Chief Technology Officer and President of PLANSPONSOR Pathfinder.
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