In today's competitive retirement advisory landscape, understanding and optimizing fee structures for retirement plans is crucial for advisors, consultants, and plan sponsors alike. Need a good hook to start a prospective call? Start with a quick fee benchmark by PlanFees.
During this session, we will give you a comprehensive overview of PlanFees Fee Benchmarking System—a powerful assistant designed to provide clarity and strategic insights into fee benchmarking for retirement plans. We will also have our Director of New Business Development show you the ropes on how to leverage PlanFees to retain your current clients and impress your prospects. The actual system overview will include:
- Prism is the industry’s most cutting-edge and easy to use benchmarking tool that allows you to put together a revealing comparison of recordkeeping, TPA, investment, and advisory fee in under two minutes.
- Prism365 is a comprehensive advisor fee and services benchmarking report that helps justify advisor fee and determine appropriate service level based on plan size.
- RFP Express is the newest live-bid benchmarking report that allows advisors to gather real quotes from recordkeepers in seconds, saving you hours and even days of time!
Don't miss this opportunity to gain the competitive advantage of PlanFees Fee Benchmarking System. Register now to secure your spot and take your advisory firm to the next level!
Thursday, April 25, 10 a.m. PT/ 1 p.m. ET
Presenters |
Luke Vandermillen Jr. |
Looking for more information?
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!
