Fiduciary Fitness Ranking of Service Providers
Fiduciary laws require that service providers to non-profit foundations and retirement plans be
prudently selected and monitored. IFLC's Five Star mark helps prove your prudence.
Lookup investment and administration service providers here
What is a Service Provider?
A "service provider" is any person or business that is a vendor of the following types of services to a fiduciary organization:
- investment products (examples include mutual funds, annuities, and hedge funds)
- advice on investments
- third party administration
- recordkeeping
- custody of assets
- directed trustee
- actuarial.
What Information is Needed to Prove Prudence?
Recent court cases and investment scandals prove that pension managers and foundation executives need to know a lot more about their service providers than just investment returns and the fees they charge. But vendors are able to keep the really important information hidden because laws don't require its disclosure.
Fiduciaries Need Information that Many Vendors Hide.
The Five Star Fiduciary Fitness Ranking of Service Providers reveals the hidden. IFLC's analysts rank hundreds of vendors in each major category. Each ranking is the result of an unbaised behind the scenes evaluation of their practices...
- ranking factors are defined and displayed for each vendor
- each vendor is graded in relation to its peers
- grading uses benchmarks for each vendor type that were defined by non-vendor trade groups
- easy to use online search
- search by specific service provider
- search by vendor type
- an essential tool for meeting the demands of federal and state regulatory agencies.
Make the Five Star Fiduciary Fitness Ranking of Service Providers a cornerstone of your prudent selection and monitoring system. It is an exclusive benefit of your membership in IFLC.
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Lookup rankings for investment advisors, money managers, and third party administrators.
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Insights is a quarterly electronic newsletter that identifies issues of importance to IFLC and how its members can capitalize on their status.
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