Rest Easy. We’ve Done This Before.

Fiduciary In A Box leverages decades worth of experience to provide the ONLY fiduciary process platform that empowers you to demonstrate and document your efforts to:

Understand New Requirements

Learn about new laws and regulations effecting your benefits plan, and complete the tasks necessary to become compliant.

Establish Your Fiduciary Process

Create a fiduciary committee, and document your decision making process. Because as a fiduciary, if it’s not documented, it didn’t happen.

Create a Better Plan

Identify strategies to discuss with your advisors, and evaluate the impact they could have on your plan and participants.

Are Your Costs “Reasonable”?

Gather your contracts, understand the services you are supposed to receive, and determine if the fees you are paying are reasonable.

Unify Your Team’s Calendar

The most important currency is time itself, and Fiduciary In A Box will ensure your entire team is on the same schedule through a team calendar, custom notifications, and reminders of important dates.

Other Core Benefits

In addition to the above, every Fiduciary In A Box plan arms your company with the following features and benefits.

Never Fall Behind on New Requirements

A new law (the “CAA”) expands ERISA. That means you must now:

  • Administer your health benefits plan in the best interests of your participants
  • Review the compensation and performance of all plan vendors
  • Submit new annual attestations and reports to the DOL

If you don’t, you could be fined and sued! But don’t worry, FIAB arms you with the tools to prevent that from happening.

Answer Clear Questions

Our carefully crafted walk-through poses clear questions, and lays out every task required to reach fiduciary excellence. There’s no need for you to reinvent the wheel. Just follow the steps.

  • Complete the comprehensive walk-through
  • Easily answer clear question
  • Get your questions answered with contextual articles

Upload Pertinent Documents

An important part of any fiduciary process is documentation. FIAB automatically organizes all plan documents into an easily navigable document tree so that the documents are there when you need them.

  • Identify and upload important documents
  • Highlight any missing documents to quickly resolve
  • Share read-only access with appropriate 3rd parties

Track Your Progress

See how far you’ve come in real time. Report on progress made and outstanding tasks with the click of a button.

  • Share a simple summary or detailed progress report with appropriate people
  • Easily identify outstanding tasks and liabilities

Get Compliant & Reduce Your Liability

Fiduciary in a Box helps you avoid fiduciary breach, class-action litigation, fines, and penalties.

  • Build a comprehensive, well organized & up to date fiduciary file
  • Upload and access pertinent, timestamped documents
  • Easily share access with an auditor, the DOL, or defense counsel
Demonstrate compliance with regulations established by:

Become a Fiduciary Expert

Access a library of in-depth articles, sample legal documents, tutorials, and other fiduciary knowledge in our extensive, member’s only Knowledge Base.

  • Get clear and detailed answers to your questions when you need them
  • Leverage attorney crafted template documents and save thousands in legal bills

"If the DOL audits your plan, and you present them with a complete fiduciary file from FIAB, the auditor will have little to no basis for criticizing your plan."


Karen Handorf | Senior Counsel | Berger Montague
25 years at the Department of Labor


"Completing the fiduciary process established by Fiduciary In A Box will significantly reduce an employer’s risk of being sued for fiduciary breach."


Julie Selesnick | Senior Counsel | Berger Montague

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Schedule A Free Demo Now

Getting started with FIAB is simple. You can dig right in by selecting your plan, or you can schedule a risk free demo. Get started below!

Interested in FIAB for your clients?

FIAB works with forward thinking brokers, advisors, CPAs, auditors and others to support their clients in meeting their fiduciary duties.

Fiduciary In A Box is currently in a closed beta and will launch soon! Sign up below to get notified when we launch:

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