About
Finance Company
Maintaining 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 plan’s 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.
Location
Hours
Frequently Asked Questions About PlanFees
What is the primary service offered by PlanFees?
PlanFees provides custom benchmarking reports that detail the total costs of retirement plans, including investment, record-keeping, administrative, and advisory fees.
How quickly can I create a professional benchmark report with PlanFees?
You can create a custom professional benchmark report in just two minutes using PlanFees.
What types of firms benefit from using PlanFees?
Retirement plan advisory firms of all sizes benefit from PlanFees, from small shops needing sales tools to enterprise firms requiring scalable processes.
Where is PlanFees located?
PlanFees is located at 120 Vantis, Ste 480, Aliso Viejo, CA 92656, USA.
What are PlanFees' business hours?
PlanFees is open Monday to Thursday from 7:30 AM to 4:30 PM and on Friday from 7:30 AM to 3:00 PM. It is closed on weekends.
How can I contact PlanFees for more information?
You can contact PlanFees by phone at +1 949-305-3718 or email at info@planfees.com.
Does PlanFees have an online presence?
Yes, PlanFees has a website at https://planfees.com, a Facebook page, and a Twitter account under the handle @PlanFees.
Are there any nearby coffee shops where I can meet before visiting PlanFees?
Yes, Seven Seas Roasting Co., a nearby coffee shop and cafe, is close to PlanFees and can be a convenient spot for meetings before your visit.
What nearby financial services are close to PlanFees?
Nearby financial service providers include Saposh and Malter Financial Planning and APN Escrow Services, which might be useful for clients seeking additional financial advice or services.
Are there any nearby places for beauty and relaxation near PlanFees?
Yes, nearby beauty and spa services include Sweet P Studios, Devoted Hair & Makeup, and Nika Skin Care, which clients can visit before or after their appointment.