Get Your Discount Code and Start Benchmarking Better
- Are you doing everything you can to ensure your clients’ retirement plan fees are reasonable?
- Would you like a quick and easy 2-minute benchmark report to use as a prospecting tool or conversation starter?
- Are you looking to grow your book of business and provide a superior level of service to your sponsor clients?
PlanFees can help.
PlanFees lets you create a professional, custom benchmark report in just two minutes that sheds light on the four components that make up a retirement plan’s total cost: investment, record-keeping, TPA/administrative and advisory.
PlanFees meets the needs of retirement plan advisory firms of all sizes — from small shops that need sales tools to enterprise firms requiring scalable processes.
