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

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.

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

All the Key Features.
One Integrated Interface.

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.
A proposal module for preparing reports for new and takeover plans.
Compare plan provider fees, investment quality and costs, with similar plans.

PlanAdvisor is the Solution.