Pension Resource Institute (PRI)
PRI's mission is to make retirement plan compliance accessible and affordable. They do this by identifying the right services to deliver to your clients and building compliance resources from there. For member firms (banks, broker-dealers, and RIAs), their service is delivered through a turnkey compliance, practice management and training platform, backed by unlimited consulting to grow your business.
To learn more, visit the PRI website.
CEFEX’s mission is to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX assessments help the public determine the trustworthiness of its investment fiduciaries.
To learn more about fiduciary assessments and CEFEX, visit the CEFEX website.
Fi360 offers world-class Continuing Education (CE) courses on a variety of topics to keep our designees on top of industry trends and topics. CE courses are available in a variety of mediums and methods, but we are not the sole provider of quality CE courses. In an effort to expand current offerings and grant designees more access and availability to new courses and topics, Fi360 offers third parties the opportunity to become a CE Provider to Fi360 and reward our designees for attending courses from our approved CE Providers.
Learn more about affiliated CE Providers.
Matrix Trust Company, A Broadridge Company
Matrix Trust Company provides automated trust, custody and agent services for Qualified and Non-Qualified Retirement Plans. Matrix aggregates, reconciles and processes trust and custodial transactional data in a highly automated environment.
Learn more about Matrix Trust Company.
Magnifi is a financial search platform that is changing the way people shop for investments. The world’s first natural-language powered investment platform helps financial advisors, portfolio managers and everyday investors find, compare and act on investment options. The platform now includes the Fi360 Fiduciary Score®, which gives advisors the ability to discover and use investment products while staying within the guardrails of fiduciary risk. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions.
To learn more, visit the Magnifi website.
The Prudent Practices® are relevant to fiduciaries and those who work with fiduciaries around the world. A growing interest in introducing the Practices to various countries with advanced markets has led to an active international presence for Fi360 partners.
To learn more about Fi360 training, tools, and resources in the Pacific region, including legally substantiated, country-specific handbooks for New Zealand and Australia, please visit the Fi360 Pacific website.
401(k) Specialist Magazine
401(k) Specialist is a web, print and enewsletter-based content platform exclusively dedicated to equipping retirement plan advisors with the vision, specialized knowledge and cutting-edge technology vital to their success in a dynamic marketplace. Through feature articles, videos, breaking news and social media updates, 401(k) Specialist assists industry professionals in securing an affordable quality of life in retirement for hardworking Americans through the 401(k) savings vehicle. More information can be found at 401kspecialist.com.