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Benchmarking

Basketball falling out of hoop

Become a Retirement Plan Baller — With PlanFees

Like in basketball, as a retirement plan advisor, you have to coordinate with a team — a recordkeeper, TPA, HR, the plan sponsor and more — to achieve top performance for the participants counting on you. But to be a baller on the court, or as a retirement plan pro, you’ve got to be able to size up situations accurately in real time, pass critical information to sponsors and other members of the team and respond quickly to achieve top performance for your plan.

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Close up of woman eye in process of scanning

More Uses for Benchmarking Data

Harnessing the power of benchmarking can go far beyond simply helping to ensure retirement plan fees remain reasonable for plan participants. As an advisor, you can leverage benchmarking data in a number of ways to provide better, higher touch service to plan sponsor clients and propel the growth of your advisory practice. 

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A series of doors

Benchmarking Retirement Plans With Alternative Investments

Alternative investments are assets that don’t readily fit into traditional categories like stocks, mutual funds and bonds. Instead, they can include assets like real estate, cryptocurrency, hedge funds, venture capital, private equity and even physical commodities. Changes in underlying technologies or other market factors, such as cryptocurrency platform Ethereum’s recent “merge” update and transition to a more energy-efficient protocol, can have significant impacts on alternative investment valuations, expenses and performance over time.

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