If you’ve been using PlanFees’ innovative suite of benchmarking solutions to monitor plan costs, document fiduciary prudence, and impress plan sponsors with professional-grade reports — you’re already ahead of the curve.
But are you ready to take your practice to the next level?
PlanFees is your gateway to RPAG — an advanced advisory ecosystem designed to give elite advisors a competitive edge. Level up your offering with RPAG’s, advanced tools, proprietary resources, and comprehensive support — all designed to help drive measurable results and grow your practice.
PlanFees Lays a Firm Foundation With Focused Solutions
PlanFees is designed to equip advisors with powerful benchmarking capabilities to help differentiate their offering and build credibility with plan sponsors:
- Prism Total Fees Benchmarking. Simplify fee benchmarking and fund comparisons in one sleek, sponsor-friendly report that analyzes investment, recordkeeping, administrative, and advisory fees.
- Prism365 Advisor Fee and Service Benchmarking. This powerful tool allows advisors to benchmark their offering and show that their fees and services are in line with the market.
And while PlanFees can help you meet today’s benchmarking needs, RPAG is built to support broader advisory goals:
- RPAG Advisor Portal. Bring all of your retirement plan systems, reporting and data together under one convenient, easy-to-use platform, helping you save time and stay focused on growth.
- TDF Analyzer. Identify a “best-fit” target date fund series for your plans with RPAG’s advanced, risk-based suitability process.
- Scorecard System. Leverage our proprietary 10-point system, featuring qualitative and quantitative indicators to identify skilled managers, enhance investment opportunities, and help mitigate fiduciary liability.
- Stable Value Analyzer. Compare and analyze more than 50 stable value funds for clients.
With RPAG, you can add scalable tools, compliance infrastructure, and client-facing resources to your advisory toolkit, enabling you to operate more efficiently, scale your practice, and support deeper strategic conversations with sponsors.
Expand your capabilities with compliance, reporting, and data-driven growth tools:
- Fiduciary Briefcase. Use our integrated, cloud-based vault to keep all your reports and documents organized and audit ready.
- RFP Express. Save time and provide a higher level of service with RPAG’s instant quote and proposal system.
- Fiduciary Fitness Program. RPAG’s in-depth, comprehensive training and professional support can help mitigate fiduciary risk.
- Advisor IQ Dashboard. A centralized hub for data aggregation, business intelligence, and plan insights — with dynamic tracking of AUM, firm revenue, prospect pipeline, plan-level services, client deliverables, and more.
PlanFees Gave You the Keys — Now Hit the Gas With RPAG
RPAG equips you with advanced technology, fiduciary documentation and support, prospecting resources, and proprietary investment analytics — tools that help you grow your practice and deliver greater value to plan sponsors and participants. You’ll also gain access to a dedicated team of experts to help facilitate your professional growth at every stage, from onboarding to fiduciary education to client engagement and beyond.
Save valuable time so you can produce better plan outcomes and build your book. If you’re ready to take your practice to the next level, RPAG has the tools, the tech, and the team to help get you there. Schedule a demo today to explore what’s possible.
