PlanFees is giving you fresh content, education and helpful tips that will help you adapt to the changes in the industry, fulfill your fiduciary obligations and help you grow your business. 

The calendar below will be updated periodically as we add new virtual training sessions. Register for each session separately at the links provided. We look forward to (kind of) seeing you there!


2022 Webinar Series Calendar

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

Speakers: 
Jesse Taylor
David Gantz

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

Building a Sales and Marketing Plan - Part 2

Speakers: 
Jesse Taylor
David Gantz

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

Benchmarking and Negotiating Plan Fees 

Speakers: 
Jesse Taylor
David Gantz