Thomas Kmak
CEO
- Role
- Chief Executive Officer at Fiduciary Decisions
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Thomas Kmak
Senior executive with a proven ability to build large organizations and increase revenue…
Experience
Chief Executive Officer
Oct 2007 — Present
Fiduciary Decisions is recognized as the industry’s leading services for benchmarking retirement plans. Started in 2007 by several industry experts, the company now has hundreds of the industry\'s most respected retirement plan service providers using our patented benchmarking service to protect their clients and improve outcomes for participants.The company rebranded to Fiduciary Decisions in 2021 due to a number of new services including the Business Management Dashboard - a comprehensive overview of a retirement plan Advisor\'s business, their plans and their participants. The company also has an interactive plan design tool that allows retirement professionals to make changes to plan design and see the resulting impact on participation rates, deferral rates, the employer\'s budget as well as the employer\'s paycheck - literally in seconds. Fiduciary also has a fully compliant, simple and flexible IRA Rollover service designed to be compliant with FINRA 13-45, SEC Reg BI and the recently released DOL PTE on Advice.In summary, the company specializes in developing tools that require independence, a comprehensive solution in an easy-to-absorb informative format.
Skills
- Investments
- Asset Management
- Investment Advisory
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Risk Management
- 401k
- Wealth Management
- Retirement Planning
- Pensions
- Retirement
- Product Development
- Series 7
- Series 63
- Defined Contribution
- Employee Benefits
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