PlanFees

Services Offered

• Retirement plan advisory
• Cost benchmarking reports
• Investment analysis
• Record-keeping assessment
• TPA/administrative services

About

PlanFees is a financial consulting firm based in Aliso Viejo, California, specializing in retirement plan advisory services. The firm provides tools that help advisors create comprehensive benchmark reports detailing the costs associated with retirement plans, including investment, record-keeping, TPA/administrative, and advisory fees. PlanFees caters to retirement plan advisory firms of all sizes, offering solutions that range from sales tools for small shops to scalable processes for larger enterprises. Their services aim to enhance transparency and understanding of retirement plan costs for sponsors and advisors alike.

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