If you negotiate with or manage your retirement plan’s vendors, FSMA membership is just what you need. FSMA will improve your results and boost your professional growth. You will participate in a community of peers who are working to improve the art and science of ERISA plan services procurement.
Satisfy fiduciary purchasing rules
Learn about vendors from peers
Get solutions to real problems
Avoid RFP stress
Use vendors’ sales tactics to your advantage
Build your skills
A new conflict of interest law makes all investment advisors “fiduciaries,” but not all are equally prudent to do business with. The best receive our COI Rating.
FSMA helps organizations pick solid service provider allies. The best providers are qualified to participate with FSMA in one of two vendor programs.
How long has it been since your company’s retirement plan had a comprehensive review?
A periodic review is the most often ignored part of the entire retirement plan management process. FSMA has a solution; the Qualified Plan Review. It’s unbiased and meets government standards.
Find out which Professional Employer Organizations’ (“PEO”) and Open Multiple Employer Plans’ (“MEP”) fees would fit the U.S. Department of Labor’s definition of “reasonable.”