PlanFees Prism365 Advisor Fee and Service Benchmarking Survey

Posted by PlanFees on Jul 1, 2020 4:03:09 PM

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. 

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Topics: News, PlanFees, Prism365, Survey

PlanFees Launches Retirement Plan Fee Benchmarking Platform

Posted by PlanFees on May 13, 2020 2:00:00 PM

New fintech platform invites retirement plan advisors and institutions to “Benchmark Better”

Orange County, CA – May 13, 2020 – PlanFees announced today the launch of a new fee benchmarking technology platform empowering retirement plan advisors and their plan sponsor clients to “benchmark better.” 

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Topics: News, PlanFees, Press Release