Forge stronger relationships between advisors, sponsors and providers.
With PlanAdvisor, investment advisors and managers can review plan investments more efficiently. PlanAdvisor integrates data from multiple sources, including:
Utilizing customizable scoring thresholds and fund lists, advisors can quickly review fund performance data, propose alternate investment options and generate reports for plan sponsors. Advisors can also grant sponsors access to the Sponsor Portal, where the sponsors can:
Utilizing the same data sources used for the fiduciary review process, TPAs can also quickly generate reports designed to help satisfy 408(b)(2) compliance, including:
Additionally, PlanAdvisor provides services to assist with 404(a)(5) compliance, including:
PlanAdvisor also includes a proposal module to assist with preparing reports for both new and takeover plans, including:
PlanAdvisor enables the user to create reports that compare plan provider fees, as well as investment quality and costs, to plans with similar levels of assets and participants.