PlanFees is dedicated to providing you with up-to-date and informative content that will help you navigate the ever-changing landscape of the industry. Our webinars are designed to educate and inform, giving you the knowledge and tools you need to fulfill your fiduciary obligations and grow your business. 

To help you make the most of our webinars, we have created a calendar that will be updated regularly with new virtual training sessions. Each session is designed to be informative and engaging, with opportunities for questions and discussion. To register for each session or watch past sessions on demand, simply follow the link provided on the calendar.

We believe that education is key to success in this industry, and we are committed to providing you with the resources you need to thrive. Join us for our upcoming webinars, and we look forward to (virtually) seeing you there!

2023 Webinar Series Calendar

Thursday, March 30 10:00 am PT / 1:00 pm ET

A Deep Dive into PlanFees Fee Benchmarking Platform 

Join us for an exciting educational session where we will showcase the power of PlanFees, a fee benchmarking platform designed to assist advisors in comparing their retirement plan fees to industry averages. During this webinar, we will provide a comprehensive demonstration of the PlanFees benchmarking suite and share how it can help advisors identify problem areas where they can reduce fees and improve plan performance.

Watch on Demand

Thursday, March 15 10:00 am PT / 1:00 pm ET

Welcome Aboard the RFP Express

It’s time to hop on the RFP Express! This newest addition to the Platform is our most efficient and powerful system yet and it’s set to launch on March 20th! To help set this system down the tracks, we’re hosting a virtual “open house” Wednesday, March 15th where we’ll provide a demo of the RFP Express system and show how you can start using it to get instant quotes for your clients and prospects.

Watch on Demand


2022 Webinar Series Calendar

Thursday, November 3 10:00 am PT / 1:00 pm ET

RFP Express | Proposals at the Speed of Light 

Are you wasting your time taking your plan out to bid the traditional way? Comparing your fees and services to other companies and plans manually? Throw that process away and start using the RFP Express, PlanFees’ new instant quote tool that will revolutionize the fee benchmarking process for financial professionals.

Watch on Demand

Thursday, July 28 10:00 am PT / 1:00 pm ET

PlanFees Open Demo

Are you interested in learning more about PlanFees? Now’s your chance! watch the video for a free open demo. Luke Vandermillen will show you how easy it is for financial professionals like yourself to help their clients meet their fiduciary responsibilities and maintain reasonable fees.

Watch on Demand

Thursday, May 19 10:00 am PT / 1:00 pm ET

Fee Benchmarking Best Practices

As fiduciaries of retirement plans, one of your most important duties is to maintain "fee reasonableness" and make sure your client is not paying excessive fees for their plan. Are you tired of sifting through lengthy 408b2 disclosures to determine if the fees are fair? Not quite sure where to start the fee benchmarking process? If you answered "yes" to any of these questions, join Sr. New Business Development Associate Luke Vandermillen for our next PlanFees webinar where we discuss retirement plan fee benchmarking best practices.

Watch on Demand

Thursday, January 20 10:00 am PT / 1:00 pm ET

Win and Retain Business in 2022

Bring your questions and join us as we unlock the secrets of how to win and retain business in 2022. We'll look at best practices in retirement plan fee benchmarking, and how to use the industry’s most cutting-edge technology that are sure to impress prospects and clients. With just a few clicks, you can create simple, comprehensive and attractive reports that shed light on the various components that make up a retirement plan’s total cost”.

Watch on Demand

2021 Webinar Series Calendar

Thursday, October 28 10:00 am PT / 1:00 pm ET

Frightening Fees & Petrified Proposals

Join PlanFees Senior Associate Count Luke Vampiremillen as we guide you through the haunted house that is reading provider fee proposals. Learn the strategies that the PlanFees “Feebusters” employ when exorcizing these documents and find out “who you’re gonna call” if you need assistance.

Watch on Demand

Thursday, August 19 10:00 am PT / 1:00 pm ET

Fee Benchmarking vs. RFP: Win and Retain business with a robust fee benchmarking process

We’ looked at best practices in fee benchmarking, and how to use the industries’ most cutting-edge technology to impress prospects and clients. With just a few clicks, advisors will be able to create beautifully crafted reports that shed light on the various components that make up a retirement plans total cost.

Watch on Demand

Thursday, June 30 9:00 am PT / 12:00Noon ET

Benchmarking Advisor Fees and Services

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.

Watch on Demand

Thursday, June 3 10:00 am PT / 1:00 pm ET

Prism365 Survey Results

We demonstrated our newest benchmarking report, the Prism365 Advisor Fee and Services report, which helps advisors justify their fees and services by creating accurate, on-demand, and revealing fee benchmarking reports in less than two minutes.

Watch on Demand

2020 Webinar Series Calendar

Wednesday, April 01, 11 a.m. PT / 2 p.m. ET

Fee benchmarking in a Post COVID World

Set the stage for Fee benchmarking post COVID
Positioning fee benchmarking to clients
Positioning with prospects/selling it
Best practices in benchmarking – national averages

Watch on demand

Thursday, April 30, 11 a.m. PT / 2 p.m. ET

PlanFees - CARES Act Update

Excellent overview of the CARES Act and other important retirement plan sponsor concerns. This 30 minutes segment was presented by RPAG's head of ERISA Compliance.

Watch on demand

Thursday, May 14, 11 a.m. PT / 2 p.m. ET

Building a Sales and Marketing Plan - Part 1

Jesse Taylor
David Gantz

Thursday, June 11, 11 a.m. PT / 2 p.m. ET

Building a Sales and Marketing Plan - Part 2

Jesse Taylor
David Gantz

Thursday, July 9, 11 a.m. PT / 2 p.m. ET

Benchmarking and Negotiating Plan Fees 

Jesse Taylor
David Gantz