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   Maintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor. But what does...

   MoreMaintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor. But what does "reasonable" really mean? PlanFees solves that challenge by allowing advisors to create beautifully crafted reports that shed light on the various components that make up a retirement plans total cost.PlanFees lets you create a professional, custom benchmark report in just two minutes that sheds light on the four components that make up a retirement plans total cost: investment, record-keeping, TPA/administrative and advisory. PlanFees meets the needs of retirement plan advisory firms of all sizes from small shops that need sales tools to enterprise firms requiring scalable processes. Less

   Website: planfees.com

   Phone: (949) 305-3718

   Cross Streets: Near the intersection of Vantis Dr and Vantis

   Closed Now

   • Mon

     7:30 AM

     4:30 PM

   • Tue

     7:30 AM

     4:30 PM

   • Wed

     7:30 AM

     4:30 PM

   • Thu

     7:30 AM

     4:30 PM

   • Fri

     7:30 AM

     3:00 PM

   • Sat

     Closed

   • Sun

     Closed

   • Mon

     7:30 AM

     4:30 PM

   120 Vantis Dr, #400 Aliso Viejo, CA 92656 1975.22 mi

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