About PlanFees
PlanFees is a FinTech platform that helps financial professionals grow their business using an accurate, on demand, and revealing retirement plan fee benchmarking report. Maintaining reasonable fees is one the most...
PlanFees is a FinTech platform that helps financial professionals grow their business using an accurate, on demand, and revealing retirement plan fee benchmarking report.
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.
Previous Versions
Here you can find the changelog of PlanFees since it was posted on our website on 2023-09-08 12:20:09.
The latest version is and it was updated on 2024-04-22 14:09:27. See below the changes in each version.
PlanFees version -
Updated At: 2023-09-18
Disclaimer
Official App Store Link
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