Thomas Kmak

Chief Executive Officer @Fiduciary Decisions

Scottsdale, AZ, US
MOBILE NUMBERS
+18•••••••56

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WORK HISTORY

Oct 2007 — Present

Chief Executive Officer @Fiduciary Decisions

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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

InvestmentsAsset ManagementInvestment AdvisoryFixed AnnuitiesAsset AllocationMutual FundsRisk Management401kWealth ManagementRetirement PlanningPensionsRetirementProduct DevelopmentSeries 7Series 63Defined ContributionEmployee Benefits

ABOUT THOMAS KMAK

Senior executive with a proven ability to build large organizations and increase revenue…

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