PlanFees Launches Advisor Compensation and Service Benchmarking Report

Posted by PlanFees on May 24, 2021 3:42:55 PM

Orange County, CA – May 24, 2021 – PlanFees announced today the launch of a new benchmarking system, the Prism365 Advisor Fee and Services report. PlanFees is a retirement plan fee benchmarking FinTech platform empowering advisors and their plan sponsor clients to “benchmark better.” Since launching in 2020, retirement plan advisors have used PlanFees to benchmark over 30,000 plans, creating more reasonable fees for plan sponsors and enhancing outcomes for plan participants. The Prism365 report will help advisors justify their fees and services by creating accurate, on demand and revealing fee benchmarking reports in less than two minutes.

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Topics: PlanFees, Prism365, fee benchmarking, Advisor Fee Benchmarking, Advisor Fee and Service Benchmarking

PlanFees Prism365 Advisor Fee and Service Benchmarking Survey

Posted by PlanFees on Jul 1, 2020 4:03:09 PM

In an increasingly competitive retirement plan industry where sponsors focus as much on controlling costs as increasing service, retirement plan advisors are caught in a squeeze. Consequently, advisors need insights into optimal service deliverables and their frequencies. 

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Topics: News, PlanFees, Prism365, Survey

PlanFees Launches Retirement Plan Fee Benchmarking Platform

Posted by PlanFees on May 13, 2020 2:00:00 PM

New fintech platform invites retirement plan advisors and institutions to “Benchmark Better”

Orange County, CA – May 13, 2020 – PlanFees announced today the launch of a new fee benchmarking technology platform empowering retirement plan advisors and their plan sponsor clients to “benchmark better.” 

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Topics: News, PlanFees, Press Release

Ready Your Response

Posted by PlanFees on May 4, 2020 8:00:00 AM

If it hasnt started already, youll likely soon be inundated with questions and concerns about the market’s — and your firm’s response to COVID-19. You may be contacted by plan sponsors, participants and coworkers en masse, all trying to figure out how to best navigate the crisis.

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Topics: Insider

Limitations of Traditional Benchmarking Methods

Posted by PlanFees on Apr 27, 2020 8:00:00 AM

Live-bid benchmarking is a necessity for advisors who want to ensure theyre meeting their fiduciary obligations. But while traditional methods are necessary, theyre not sufficient to meet all the needs of todays retirement plan advisor.

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Topics: Insider