OVERVIEW

FiRM services are designed with the retirement plan broker/advisor in mind. FiRM reports offer a combination of features and benefits that are not available elsewhere:

• Comprehensive reporting package – FiRM reports are “presentation-ready”. They are designed to be carried “as-is” into review meetings with plan sponsors. They save you time by eliminating report “packaging” work that has to be performed by the broker/advisor with other services. FiRM reports can be prepared and presentation ready for your client in minutes.
• Executive Style reports – FiRM reports are designed to fit the needs of the typical plan trustee – an executive who is not an investing expert. FiRM reports meet executive expectations by including summary level and exception-highlight reporting, with detail reports also available as needed. Easy to read, reports feature color-coding and straightforward graphics to convey important information in a minimal amount of time.

FiRM Service Offerings

There are two types of Reporting Packages available in FiRM:

FiRM Investment Monitoring Reports – 4 levels of reporting for your review meetings with existing customers. To view samples of a FiRM Investment Monitoring report, click here.

FiRM Marketing Report – a combination of high-level investment review and marketing material to assist you in marketing to plan sponsor prospects. For more details about the FiRM Marketing report, click here.

FiRM Service Pricing Options

Both the Investment Monitoring Report and Marketing reports are available for purchase per usage or in multiple usage discount packs:

Single use reporting – “by the drink” pricing for each report you print for a client.

Multiple report usage discount pack– purchase a package of 100, 250 or 500 report uses for your organization at prices significantly less than per use pricing. Contact us for pricing information for your organization.