FIAB provides a vetted fiduciary process to increase compliance and decrease liability on both Retirement plans and Healthcare plans. To get started, please schedule a free demo.

AVAILABLE NOW!

Healthcare

Establish and document a fiduciary process for your Healthcare plan(s).

Retirement

Establish and document a fiduciary process for your Retirement plan(s).

Save 8%

Retirement + Health

Establish and document a fiduciary process for both your Retirement & Healthcare plan(s).

AVAILABLE NOW!

Save 17%

Healthcare

Establish and document a fiduciary process for your Healthcare plan(s).

Save 17%

Retirement

Establish and document a fiduciary process for your Retirement plan(s).

Save 23%

Retirement + Health

Establish and document a fiduciary process for both your Retirement & Healthcare plan(s).

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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