PlanFees

iPhone / Finance

Maintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor. But what does “reasonable” really mean? Retirement plan advisors have spent countless hours trying to solve this riddle. Most fee benchmarking reports are either too inaccurate (unreliable data sources, missing factors such as TPA fees, and countless other issues) or they are too in-depth and time consuming for the task of providing an annual fee benchmarking to clients. PlanFees solves that challenge by meeting the needs of retirement plan advisory firms of all sizes - from the small shop who needs sales tools, to the mega-sized firms who need scalable processes. PlanFees delivers accurate and compelling data with an intuitive platform. With just a few clicks, advisors can create beautifully crafted reports that shed light on the various components that make up a retirement plans total cost.