| Name | Title | Contact Details |
|---|---|---|
Brian Haft |
Senior Director, Technology Operations | Profile |
Ken Hehl |
Senior Vice President, Chief Information Security Officer | Profile |
Farai Alleyne |
Senior Vice President of Technology Operations | Profile |
Ankur Ahuja |
Senior Vice President, CISO | Profile |
Laura Whitt-Winyard |
Director Information Security | Profile |
Fiduciary Benchmarks was founded in October 2007. We knew the industry needed an independent, comprehensive and informative benchmarking service that would help Service Providers and the Plan Sponsors they serve fulfill their duties under ERISA regardless of plan size. We do this while making sure that the Service Providers, the Plan Sponsor and the plan participants all benefit from a determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan should all logically be evaluated against the fees that are being paid.
Isabella Bank Corporation is a financial services holding company offering a wide array of financial products and services in mid-Michigan. Its banking subsidiary, Isabella Bank, offers banking services through 27 locations, 24-hour banking services locally and nationally through shared automatic teller machines, 24- hour online banking, and direct deposits to businesses, institutions, and individuals. Lending services offered include commercial real estate loans and lines of credit, agricultural loans, residential real estate loans, consumer loans, student loans, and credit cards. Deposit services include interest and noninterest bearing checking accounts, savings accounts, money market accounts, and certificates of deposit. Other related financial products include trust services, safe deposit box rentals, and credit life insurance. Active competition, principally from other commercial banks, savings banks and credit unions, exists in all of the Bank’s principal markets. The Corporation’s results of operations can be significantly affected by changes in interest rates or changes in the local economic environment.
Promontory is a leading strategy, risk management, and regulatory-compliance consulting firm focusing on the financial services industry.
fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®.
Millennium Trust Company provides innovative custody solutions for IRA rollovers, alternative assets, and funds. With $20.8 billion in assets under custody and more than 520,000 accounts under administration (as of 12/31/2016), Millennium Trust Company is a leader in providing custody services for both alternative and traditional assets. Millennium Trust performs the duties of a directed custodian. As such, it does not provide due diligence for third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, tax or legal advice.