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Productivity sign pointing to PlanFees

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:

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Retirement Plan Fees Spelled Out in Wooden Blocks

Flip the Script on Retirement Plan 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.

The Prism365 Advisor Fee and Service Benchmark database is based on survey data from a wide cross section of more than 1500 advisors across the U.S., reflecting the delivery and frequency of 15 essential fiduciary services:

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Woman Celebrating the launch of Prism365

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.

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