Competitive Advantage Through Data-Driven Fiduciary Protection
Position yourself as an indispensable strategic partner—not just another vendor competing on price.
Market Differentiation
-
Shift from price-focused conversations to value-based advisory services
-
Create a compelling narrative about protection that resonates with CFOs
-
Gain a competitive differentiator for presentations and RFPs
-
Stand out with measurable fiduciary compliance documentation
Client Retention Strategy
-
Transform relationships from transactional to indispensable
-
Position yourself as a guardian of clients' financial interests
-
Establish yourself as an innovative leader before competitors catch up
-
Deliver tangible ROI
​
​
​
The Fiduciary Reckoning Is Here
​
What happened to retirement plan advisors is now happening to health benefits brokers. The pattern is unmistakable and the window for early positioning is closing.
2011-2012
Fee Disclosure Rules Hit
401(k)
DOL requires fee transparency for retirement plans. Broker-dealers begin consolidating.
2015-2020
Litigation Wave Transforms Industry
526+ excessive fee lawsuits. $6.2B+ in settlements. 30% of broker-dealers exit.
​
2021-Present
Health Plan Rules Take
Effect
CAA extends identical requirements to health plans. First lawsuits filed. Your window is now.
Explore the complete data story
Partner With Confidence
True Independence
No revenue from TPAs, networks, PBMs, or providers. Your clients' fiduciary interests come first.
Measurable ROI
Average findings of $500-$1,200 per employee per year. Clear value you can demonstrate.
Enterprise Security
SOC 2-certified and HIPAA-compliant platform protects sensitive client data.
​
Fiduciary Alignment
Supports all eight fiduciary duties under ERISA and CAA compliance requirements.