PlanFees - A better way to benchmark
The PlanFees Prism365 benchmarking report compares the delivery and frequency of fifteen essential fiduciary services, such as investment menu selection, 3(21) and 3(38) services, live bid provider searches, employee education, and financial wellness.
The topics we’ll cover include:
• Key Trends from Prism365 Survey
• Aligning your fees and services
• How the Prism365 Report works
Webinar recording of the launch of the new PlanFees Prism365 Advisor Fee and Service Benchmarking report. This new tool helps retirement plan advisors benchmark their advisory fees and service model