FIAB provides a vetted fiduciary process to increase compliance and decrease liability on both Retirement plans and Healthcare plans. Pick the option that matches your business needs below.

AVAILABLE NOW

Healthcare

Choose this option to document your Healthcare plan(s) only.

$650/Month

1 year commitment

$650 billed monthly + one-time initiation fee*

COMING SOON

Retirement

Choose this option to document your Retirement plan(s) only.

$650/Month

1 year commitment

$650 billed monthly + one-time initiation fee*

COMING SOON

Save 8%

Retirement + Health

Choose this option to document both Retirement and Healthcare plans.

$1200/Month

1 year commitment

$1200 billed monthly + one-time initiation fee*

AVAILABLE NOW

Save 17%

Healthcare

Choose this option to document your Healthcare plan(s) only.

$542/Month

1 year commitment

$6500 billed annually + one-time initiation fee*

COMING SOON

Save 17%

Retirement

Choose this option to document your Retirement plan(s) only.

$542/Month

1 year commitment

$6500 billed annually + one-time initiation fee*

COMING SOON

Save 23%

Retirement + Health

Choose this option to document both Retirement and Healthcare plans.

$1000/Month

1 year commitment

$12000 billed annually + one-time initiation fee*

*Initiation fee is a one-time charge of $299 that covers the onboarding process.

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:

Submission received, thank you!

Close Window