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, December 14 10:00 am PT / 1:00 pm ET |
A Revolution Around the PlanFees Universe In this digital session, we launch into the revolutionary world of PlanFees, a FinTech platform that has been empowering advisors and plan sponsor clients since its launch in 2020. With a mission to "benchmark better," PlanFees has successfully benchmarked over 30,000 retirement plans, creating more reasonable fees for sponsors and enhancing outcomes for participants. The spotlight of our discussion is on our benchmarking module, the Prism365 Advisor Fee and Services Report. This cutting-edge tool enables advisors to justify their fees and services by generating accurate, on-demand benchmarking reports in less than two minutes. |
| Thursday, August 3 10:00 am PT / 1:00 pm ET |
Master Fee Benchmarking with a PlanFees Sensei Under the guidance of your fee benchmarking sensei, Luke Vandermillen, we'll illuminate the best practices and tools that will empower you to wield the art of fee benchmarking with unparalleled skill. Forge your path to greatness and let fee clarity and confidence be your guiding stars. Assemble your inner circle of wisdom and together, we shall unlock the secrets of fee benchmarking, elevating your practice to legendary heights. |
| Thursday, May 18 10:00 am PT / 1:00 pm ET |
Streamlining Your RFP Process – An Intro to RFP Express Watch this video and find out why those days are over. Sr. New Business Development Associate Luke Vandermillen demonstrates the newest in fee benchmarking technology, RFP Express. Using a comprehensive database of recordkeeper and TPA pricing, advisors can quickly find and compare potential service providers using this revolutionary new report. RFP Express is the easiest and most efficient way to identify the best vendors for a client’s 401k plan. Find out how RFP Express can change your proposal gathering process. |
| 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.
|
| 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.
|
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.
|
|
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.
|
|
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.
|
|
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”.
|
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. |
|
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.
|
|
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.
|
|
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. |
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 |
| 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. |
| Thursday, May 14, 11 a.m. PT / 2 p.m. ET |
Building a Sales and Marketing Plan - Part 1 Speakers: |
| Thursday, June 11, 11 a.m. PT / 2 p.m. ET |
Building a Sales and Marketing Plan - Part 2 Speakers: |
| Thursday, July 9, 11 a.m. PT / 2 p.m. ET |
Benchmarking and Negotiating Plan Fees Speakers: |
