PlanFees Prism365 Advisor Fee and Service Benchmarking Survey
Participate in the survey and receive a free trends report!
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.
Although there are tools and guidelines available, they are often based on “common practices” (called “Wisdom of the Crowd”) that may be neither optimal nor profitable. Advisors need the wisdom of the “Right” crowd.
PlanFees has been revolutionizing the fee benchmarking industry with our accurate, on-demand and revealing retirement plan fee benchmarking report. And we are enhancing the tool to dive deeper into advisor fees and services. This tool will help you benchmark your own fees and services, helping justify your fees with clients.
By completing this survey, you will receive a complimentary advisor fee trends report as well as access to a webinar delivering insights and findings from the survey.
