Win & Retain business with a robust fee benchmarking process

Maintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor, but how do you determine what "reasonable" really means? Retirement plan advisors have spent countless hours trying to solve this riddle. Whether it’s through a live-bid RFP report or an annual benchmarking tool, advisor’s need to consistently monitor what their client is paying to ensure the best outcome for the sponsor and participants of the plan.

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 the video below to learn more.


  • Luke Vandermillen, New Business Development