Financial Service Standards now integrated with Fi360

July 09, 2015

Financial Service Standards, which was acquired by fi360 in 2013, is now fully integrated with fi360. This means that the Professional Plan Consultant training program is now available exclusively through fi360. In addition, all support for existing PPC Designees will also go through fi360.

Financial Service Standards was formed by Don Settina and Sharon Pivirotto in 2005 to help retirement plan professionals understand the specific regulations surrounding ERISA retirement plans and to help them meet regulations with process. By bringing the company into the fi360 fold, we are gaining a wealth of expertise and content on practical aspects of plan management and administration. As we move forward, you can expect to see these additional resources being incorporated into our product catalogue and into additional benefits for our current clients.

If you are interested in learning more about the PPC Training program, please contact sales@fi360.com. If you are an existing client of Financial Service Standards and have any questions or concerns about this change, please let us know by contacting our support team online or by phone: (844) 394-9960.

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