PlanFees

PlanFees

480 120 Vantis Ste , Aliso Viejo, 92656 (949) 305-3718 Website

Opening hours ( 4 Aug - 10 Aug)

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Company description

Maintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor. But what does "reasonable" really mean? PlanFees solves that challenge by allowing advisors to create beautifully crafted reports that shed light on the various components that make up a retirement plans total cost. PlanFees lets you create a professional, custom benchmark report in just two minutes that sheds light on the four components that make up a retirement plan’s total cost: investment, record-keeping, TPA/administrative and advisory. PlanFees meets the needs of retirement plan advisory firms of all sizes — from small shops that need sales tools to enterprise firms requiring scalable processes.

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