PlanAdvisor is a SaaS model solution servicing company-sponsored retirement plans for Recordkeepers, Third Party Administrators (TPAs), and Advisors.
DOWNLOAD THE WHAT'S NEW PDF
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.
Download A Case Study
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.