Bidmoni Inc
BidMoni, Inc. designed Fiduciary Shield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. At BidMoni, we build technology to make life easier and do what’s right. Fiduciary Shield offers unique solutions to the following clients-Plan fiduciaries (anyone with discretion over a plan or control of plan assets) seeking help in fulfilling their fiduciary duties under ERISA. Our platform provides documentation of processes for prudence, like-for-like service provider bid comparisons, and ongoing fee analysis. With continual monitoring of marketplace pricing trends and plan demographics, we will notify you of changes that could affect plan pricing-Advisors looking for an end-to-end platform to grow and manage their retirement plan business. This includes services to identify plans in most need of shopping as well as a marketplace to efficiently gather bids and make like-for-like comparisons. Our time saving technology and ongoing monitoring helps advisors scale their retirement plan business while ensuring clients are in a plan that best fits their needs at a fair price-Financial institutions seeking institutional oversight, compliance guardrails, and sales flow reporting capabilities from their retirement divisions-Retirement plan service providers seeking opportunities to easily submit proposals and review data analytics to create more efficient products-Retirement plan sponsors looking for time saving and cost-efficient analysis and management of their plan.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Brittney Knowles
Head of Product Development · Sales & Business Development
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Stephen Soldo
Head of Advisor Partnerships · General Business & Management
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Joel Schiffman
Chief Revenue Officer · Sales & Business Development
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Top roles at Bidmoni Inc
4 distinct titles indexed · top 4 shown.
- 1chief operations officer
- 1chief revenue officer
- 1head of advisor partnerships
- 1head of product development
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