Our Solutions

Recordkeepers
& TPAs

PlanAdvisor is a powerful web-based SaaS (Software as a Service) model solution for recordkeepers, Third Party Administrators (TPAs), advisors and consultants, servicing company-sponsored retirement plans. Complete with dedicated service and support, we enable you to better manage and grow your business.

We’ve replaced the burdens of retirement planning that you usually face with the freedom to spend more time interacting with your clients. By integrating data from multiple key sources across all of our modules, users can easily perform fiduciary review, compliance and due diligence functions, as well as fee benchmarking and report generation – translating into significant time- and cost-saving.

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PlanAdvisor is the Solution.

Integrating investment, plan and platform data from key sources empowers you with a single user interface for:

  • 408(b)(2) Compliance - 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:
  • Investment expenses, 12b-1 revenue sharing and sub-transfer agent fees
  • Services provider-level fees, including:
    • Service classification
  • Paying entity:
    • From plan assets
    • Billed to sponsor
    • Indirect compensation (paid by another service provider)
  • Glossary of terms
  • Fee Benchmarking - We enable users to create reports that compare plan provider fees, as well as investment quality and costs, to plans with similar levels of assets and participants.
  • Comparison data is from real plans entered by PlanAdvisor users to satisfy fee disclosure compliance requirements

Dig Deeper. Our Powerful Tools
Maximize Efficiency.

  • On demand plan, investment and balance data from FIS’ Relius and Omni, Schwab Retirement Technologies (SRT) and Mid Atlantic
  • Access trading platforms for fund availability, revenue sharing and sub-transfer agent fees
  • Import custom trading platform data for platforms not currently on PlanAdvisor
  • Compare provider fees and investment costs for prospects
  • Import current investment and balances
  • Add a mapping strategy for reallocating current investments to proposed investments
  • Calculate current and proposed fees based on account balances, participants and transaction counts
  • Generate customized reports that clearly outline current and proposed investments and fees to effectively communicate your organization’s advantages and cost savings
  • Online errors automatically sent to support team
  • Proactive contact from support team regarding online issues or errors
  • Grant sponsors access to review reports.

Please fill out the following form and contact PlanAdvisor for pricing info:

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Resources

Check out our key features integrated into an intuitive single user interface

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