Phone: (206) 223-4533
Toll Free: (800) 488-8277
FAX: (206) 812-7549
At DAI Financial, we utilize the fiduciary evaluation tools of fi360 for selecting and monitoring the investments offered in your retirement plan.
fi360 is an independent fiduciary review organization that exists for the sole purpose of providing data for ongoing review of your investment options. Through a quantitative evaluation process, they produce the fi360 Fiduciary Score for mutual funds, exchange-traded funds (ETFs), and separate accounts; this score is a representation of an investment's fiduciary strength – or weakness. With the scores applicable to your plan, we supply you with a user-friendly report that enables us to guide your actions for offering or replacing plan fund options while including details of multiple factors that determine the fiduciary score.
While fi360 should not be used as the sole source of information to make investment decisions for your plan, it is a highly valued component of the investment monitoring process for many retirement plan sponsors across the country.