BidMoni Inc.

IT Services and IT ConsultingUnited States11-50 Employees

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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