Patrick Williams

Let me give you a quick tour of FIAB's retirement benefits platform.

Hey, it's Kelly! 👋

This is the main navigation page for employers as you document your fiduciary process.

We've broken down the fiduciary process into two sections.

In this section you'll document your existing retirement plan(s).

In this section you'll document your evaluation and implementation of strategies to improve plan performance over time.

Each section and subsection of the platform is visible through the right-side navigation column.

Within each section you'll find multiple subsections.

Within each sub-section you'll find the topics covered.

By clicking on a topic you can jump to the questions on that topic.

We'll ask for documentation to demonstrate you've completed the task.

Navigate to the appropriate file and upload it.

Once you've uploaded a file to complete the question, you'll see your progress bar advance.

And you'll receive a check mark next to the completed question!

We'll display best practices on how to move forward.

Scroll down, and enter an explanation in the notes field.

This will unlock the "Mark Task Completed" box below.

This will give you credit for completing the question, without uploading any documentaiton.

This will leave the question incomplete.

Have a question about the question you're on, the topic or vocabulary? Click the "feeling stuck" bar to reveal contextual help content.

Each short answer is linked to a more detailed article in our Knowledge Base.

Or just click on the FIAB logo in the upper left.

Email any questions to support@fiduciaryinabox.com!