fi360 Acquires Financial Service Standards

Transaction underscores fi360's commitment to retirement and practice management programs.

Feb 21, 2013, 12:20 ET from fi360

PITTSBURGH, Feb. 21, 2013 /PRNewswire/ -- fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today announced it has acquired Financial Service Standards, LLC (FSS), a Pittsburgh-based organization that specializes in training retirement plan advisors and developing practice management resources.

FSS is best known for its 401k Service Training Program, an educational program designed for retirement plan professionals that teaches plan management, ERISA regulations and industry best practices. The firm also offers the 401k Service Solution, a comprehensive system for sales and service processes that includes more than 200 template documents.

The purchase of FSS demonstrates fi360's commitment to providing an expansive retirement and practice management program that complements its flagship Accredited Investment Fiduciary® (AIF®) curriculum.

"FSS's best-in-class retirement training program is a natural next step for AIF® designees who are seeking to develop special expertise in serving the 401(k) plan market," said fi360 CEO Blaine Aikin. "fi360 has always strived to offer the best practice management products and services to our designees. The FSS acquisition will enable us to help advisors build successful retirement plan businesses."

fi360, whose mission is to promote a culture of fiduciary responsibility, offers a full circle approach to investment fiduciary education, practice management and support that has established the company as the go-to source of investment fiduciary insights. 

About fi360   
fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights. With substantiated Practices as the foundation, fi360 offers world-class fiduciary Training/Education, Tools and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. fi360 assists those who rely on their fiduciary education programs, professional AIF® and AIFA® designations, Web-based analytical and reporting software and resources to achieve success. For more information about fi360, please visit www.fi360.com or Twitter: @fi360.

SOURCE fi360



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