PlanFees
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Free Version
Publisher Description
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.
About PlanFees
PlanFees is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops PlanFees is 401(k) Producer Services, Inc. The latest version released by its developer is 1.0.
To install PlanFees on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-09-18 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the PlanFees as malware if the download link is broken.
How to install PlanFees on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the PlanFees is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After PlanFees is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
