BidMoni, Inc., an SEC-Registered Investment Advisor providing technology to the employer sponsored retirement plan market, has been selected to present at the 2019 T3 Enterprise Conference in Fort Lauderdale, FL today.
BidMoni’s Co-CEO Stephen Daigle will demonstrate how FiduciaryShield, one of the 401(k) industry’s first end-to-end technology solutions, allows retirement plans to quickly and easily solicit bids from dozens of the country’s top retirement plan providers. Financial advisors can bring the service directly to their clients even if they are not retirement plan experts. FiduciaryShield analyzes proposals so plan sponsors and financial advisors can determine the best plan, document the entire process to stay compliant, and automatically monitor plans on an ongoing basis. The platform is available to retirement plans of all sizes, including 401(k), 403(b), and 457(b) plans.
“With America’s U.S. retirement savings deficit in the trillions of dollars and growing, we built our platform to help retirement plans quickly and easily solicit bids from dozens of the country’s top retirement plan providers,” said Daigle. “Our goal is to create an open and transparent marketplace for companies to create the best plan for their employees. Ultimately, that will help to break down the barriers that have prevented individual participants from adequately saving and investing for retirement.”
FiduciaryShield was designed by retirement plan experts Stephen Daigle and Michael Steffan, who together bring 26 years of problem solving in the financial industry for some of the largest financial institutions in America. CTO Kendall Dixon, president of Dixon Consulting and Development, is also a founder and brings expertise designing technology solutions to improve and simplify the processes of investment firms.
BidMoni was a presenter at FinovateFall 2019 in New York and is a featured entrepreneur at Money 2020.
BidMoni, Inc. is an SEC-Registered Investment Advisor providing technological efficiency to employer sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. Headquartered in Mississippi, BidMoni’s flagship product – FiduciaryShield – is a retirement plan marketplace that allows for the employer, the plan provider, and the financial advisor to work in accordance for the best interest of the employee. The FiduciaryShield platform provides plan sponsors the opportunity to have industry leading plan providers compete for their business while helping satisfy Department of Labor requirement that plans pay only reasonable fees. For more information, visit www.bidmoni.com.