--- title: PlanFees | News (10) description: Keep up on the latest news from PlanFees, a better way to benchmark retirement plan fees (10) --- # News Select Category Fees Fee Benchmarking Benchmarking PlanFees ERISA Financial Professionals Insider Litigation Financial Wellness RFP Express Prospecting 401(k) Retirement Plan Advisor Fee Benchmarking Advisor Fee and Service Benchmarking News Market Volatility Press Release ![Client talking to advisor about fees](https://news.planfees.com/hubfs/Changing%20the%20Conversation.webp) [Fees](https://news.planfees.com/tag/fees) ### [PlanFees in Practice: Changing the Conversation](https://news.planfees.com/planfees-in-practice-changing-the-conversation) You already know PlanFees is an essential tool for benchmarking your fees when closing the deal with a new client — but the power of PlanFees can also help you retain those clients you’ve worked so hard to sign. Luke Vandermillen, New Business Development Associate at , PlanFees, loves collecting success stories from advisors across the nation. As a lead on the business development team, he’s always on the move with his ear to the ground, tapping into the real-life success stories he hears from retirement plan advisors across the U.S. [Read More](https://news.planfees.com/planfees-in-practice-changing-the-conversation) ![Productivity sign pointing to PlanFees](https://news.planfees.com/hubfs/Pump%20up%20Your%20Productivity%20in%202022%20With%20PlanFees.webp) [Financial Professionals](https://news.planfees.com/tag/financial-professionals) ### [Pump up Your Productivity in 2022 With PlanFees](https://news.planfees.com/pump-up-your-productivity-in-2022-with-planfees) The new year traditionally brings increased focus on goals and priority setting — as well as greater scrutiny on time management as a tool to help maximize those efforts. As a retirement plan advisor, you’re well aware of the many demands that compete for your time and attention including — but not limited to: [Read More](https://news.planfees.com/pump-up-your-productivity-in-2022-with-planfees) ![Retirement Plan Fees Spelled Out in Wooden Blocks](https://news.planfees.com/hubfs/Wooden%20Blocks%20with%20the%20text%20Fees.webp) [Fee Benchmarking](https://news.planfees.com/tag/fee-benchmarking) ### [Flip the Script on Retirement Plan Fees](https://news.planfees.com/flip-the-script-on-fees) A retirement plan advisor’s job is multifaceted and complex. And without the right information at your disposal, it’s challenging to communicate the breadth and depth of your services — especially compared to competing providers or for similar plans. But with Prism365, the newest PlanFees benchmarking module, retirement plan advisors can quickly, easily and accurately benchmark advisory fees. [Read More](https://news.planfees.com/flip-the-script-on-fees) ![The PlanFees Universe](https://news.planfees.com/hubfs/The%20PlanFees%20Universe.webp) [PlanFees](https://news.planfees.com/tag/planfees) ### [Welcome to the PlanFees Universe](https://news.planfees.com/welcome-to-the-planfees-universe) Many people wonder — how big is the universe? According to calculations, the furthest visible regions from Earth are about 46 billion light-years away, making the entire... [Read More](https://news.planfees.com/welcome-to-the-planfees-universe) ![Internal Revenue Service Building](https://news.planfees.com/hubfs/IRS%20Limits%20on%20Returement%20Benefits%20and%20Compensation%202021.webp) [ERISA](https://news.planfees.com/tag/erisa) ### [IRS Limits on Retirement Benefits and Compensation](https://news.planfees.com/irs-limits-retirement-benefits-and-compensation-ir-2021-216) As published in IRS News Release IR-2021-216, Nov. 4, 2021 [Read More](https://news.planfees.com/irs-limits-retirement-benefits-and-compensation-ir-2021-216) ![Retirement Plan Advisor using PlanFees and making dollar bills fall down](https://news.planfees.com/hubfs/Use%20Inbound%20Marketing%20to%20Build%20Your%20Book%20of%20Business.webp) ### [Use Inbound Marketing to Build Your Book of Business](https://news.planfees.com/use-inbound-marketing-to-build-your-book-of-business) Most retirement plan advisors are well-acquainted with typical outbound, outreach-based methods of generating leads, such as cold calling, traditional advertising and email. Inbound marketing, on the other hand, presents an alternative prospecting technique that can offer unique advantages and is highly scalable. [Read More](https://news.planfees.com/use-inbound-marketing-to-build-your-book-of-business) ![401(k) Advisors prospecting for new business via email marketing](https://news.planfees.com/hubfs/Effective%20Marketing%20Tactics%20for%20401(k)%20Advisors.webp) ### [Effective Marketing Tactics for 401(k) Advisors](https://news.planfees.com/effective-marketing-tactics-for-401k-advisors) Prospecting emails can play an important role in your marketing funnel as a retirement plan advisor. Other than your blog, email is the only marketing platform that you truly own (sorry Zuckerberg). It also helps that it’s inexpensive, easy to implement and readily allows for automation and integration into your CRM. Moreover, a thoughtful email campaign can help cultivate and strengthen your relationship with potential clients over time — or, it can have the opposite effect if you carpet-bomb their inbox or saddle them with spam. [Read More](https://news.planfees.com/effective-marketing-tactics-for-401k-advisors) ![PlanFees Prism](https://news.planfees.com/hubfs/GettyImages-154924180.jpg) ### [How to Warm up Retirement Plan Cold Calls](https://news.planfees.com/how-to-warm-up-retirement-plan-cold-calls) If you’re looking to grow your 401(k) book of business, cold calling is probably going to be an unavoidable part of your strategy. Here are tips to help turn a cold call into a warm lead or your next new client. [Read More](https://news.planfees.com/how-to-warm-up-retirement-plan-cold-calls) ![Woman Celebrating the launch of Prism365](https://news.planfees.com/hubfs/Advisor%20Compensation%20and%20Service%20Benchmarking%20Report.webp) [PlanFees,](https://news.planfees.com/tag/planfees) [Fee Benchmarking,](https://news.planfees.com/tag/fee-benchmarking) [Advisor Fee Benchmarking,](https://news.planfees.com/tag/advisor-fee-benchmarking) [Advisor Fee and Service Benchmarking](https://news.planfees.com/tag/advisor-fee-and-service-benchmarking) ### [PlanFees Launches Advisor Compensation and Service Benchmarking Report](https://news.planfees.com/planfees-launches-advisor-compensation-and-service-benchmarking-report) 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. [Read More](https://news.planfees.com/planfees-launches-advisor-compensation-and-service-benchmarking-report) ![PlanFees Prism survey results graphic](https://news.planfees.com/hubfs/Prism%20Survey%20Results.webp) [News,](https://news.planfees.com/tag/news) [PlanFees](https://news.planfees.com/tag/planfees) ### [PlanFees Prism365 Advisor Fee and Service Benchmarking Survey](https://news.planfees.com/prism365-survey) 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.  [Read More](https://news.planfees.com/prism365-survey) Cookie Settings