PlanAdvisor is a SaaS model solution servicing company-sponsored retirement plans for Recordkeepers, Third Party Administrators (TPAs), and Advisors.
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The redesigned platform includes additional key features to help users better manage and grow their business and educational resources to help users leverage the power of the popular solution.
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DOWNLOAD PRODUCT SHEET FOR ADVISOR
DOWNLOAD PRODUCT SHEET FOR RECORD KEEPER AND TPA
All the Key Features.
One Integrated Interface.
Fiduciary Review & Research
Review all your investments more efficiently – comprehensive mutual fund data integrated with recordkeeping software & Crystal Reports
Reporting to help satisfy 408(b)(2) and 404(a)(5) compliance.
Prospect Proposal Engine
A proposal module for preparing reports for new and takeover plans.
Compare plan provider fees, investment quality and costs, with similar plans.
is the Solution.