Insights and Perspectives

Maximizing Savings:
The Growing Trend of Collective Investment Trusts

By: Taylor Furmanski, CFA, Principal, Senior Consultant

Over the past several years, excessive fees and the failure to consider lower cost share classes for utilized investment strategies has dominated the number of lawsuits against Plan Sponsors. Many Plan Sponsors and retirement plan committee members express surprise when learning... Read More >

Under the Hood:
Exploring Critical Aspects of Your Retirement Plan

By: Jeff Capone, Partner, Senior Consultant

For decades, Plan Sponsors have assessed plan success based on several main statistics, including participation rates, average deferral rates, asset allocation figures and average balances, to name a few. While such factors can be informative to committees and administrators, these somewhat superficial metrics can… Read More >

Fiducient Speaker Series - Registration is Open!

Webcast: Fiducient Speaker Series - Spotlight on Japan

Tuesday, June 25 | 12:00 pm Eastern

Join Seth Fischer, Founder and CIO of Oasis Management and Anthony Novara, CFA, Partner and Research Director at Fiducient Advisors for a conversation on why investors are optimistic about Japan and the opportunities that may lie ahead.

Discussion topics include:
•    35 Years Between Peaks – Framing recent investor interest in Japan’s equity markets
•    Governance Changes – How a focus on shareholder value has changed recent perceptions
•    Activism in Japan – Used to be an oxymoron but is not any more
•    Geopolitics – Where Japan fits in a less globally-connected world economy

Team Member Spotlight

What is the best thing about working at Fiducient? 

The people! We work as a team and care about our clients. We work hard but still have a lot of fun. We take a lot of pride in our work and put a lot of time and energy into everything that we do. Our analysts are well trained and work hard to make sure every deliverable is in good condition. Consultants may be the face and voice that our clients are familiar with, but they are supported by a really great team.

Katie Marino Principal, Director,
Client Analytics

What is your greatest career accomplishment in your time at Fiducient?

Helping colleagues grow in their careers. When I joined Fiducient 15 years ago, I was one of two defined contribution analysts. Now I manage a team of 16 analysts. Over the years I have helped analysts become consultants, managers and research analysts and strong DC analysts. 

What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?

I have a small antique farm with my husband and three daughters that keeps us busy. We currently have chicken, sheep, goats and a sweet old dog. I’m in my dance mom era and bring my fiduciary expertise to my role as the PTA treasurer.