Schedule A Meeting-2

PlanAdvisor is a SaaS model solution servicing company-sponsored retirement plans for Recordkeepers, Third Party Administrators (TPAs), and Advisors.

Please fill out the form below for pricing information – a PlanAdvisor representative will contact you.

First Name

Last Name

Company Name

Phone

Is your company? (Check all that apply.)

An Advisor A TPA (Third Party Administrator) and/or RK (Record Keeper)

What services do you provide as an Advisor? (Check all that apply.)

Fee Benchmarking Fund Reviews and Scoring Investment Research Plan Sponsor Investment Reporting Proposals

What services do you provide as a TPA and/or RK? (Check all that apply.)

408(b)2 Compliance Fee Benchmarking Proposals

Comments

Fiduciary Review & Research

Review all your investments more efficiently – comprehensive mutual fund data integrated with recordkeeping software & Crystal Reports

Compliance 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.

Fee Benchmarking

Compare plan provider fees, investment quality and costs, with similar plans.