PlanFees

PlanFees

Benchmark Better

2 ratings

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
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Details

  • Released
  • Updated
  • May 27, 2020
  • May 27, 2020
PlanFees screenshot #1 for iPhone
PlanFees screenshot #2 for iPhone
PlanFees screenshot #3 for iPhone
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About

This app helps retirement plan sponsors and advisors benchmark retirement plan fees accurately and efficiently. It generates clear, compelling reports to illuminate the total cost components of a retirement plan, simplifying a complex fiduciary duty.

Accurate fee benchmarking
Intuitive reporting platform
Sheds light on cost components
Supports advisory firms of all sizes
Generates compelling reports
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What's New in PlanFees

1.0.1

May 27, 2020

Developer apps

FAQ

What is PlanFees used for?

PlanFees is a financial tool designed to help retirement plan sponsors and advisors benchmark retirement plan fees. It simplifies the process of understanding and reporting on the various costs associated with retirement plans.

Is PlanFees free to use?

Yes, PlanFees is available for free. There are no associated costs to download or use the core features of the application.

What devices does PlanFees support?

PlanFees is compatible with iPhone, iPad, and iPod devices, making it accessible on a range of Apple mobile and tablet hardware.

How accurate is PlanFees for fee benchmarking?

The app aims to provide accurate fee benchmarking by addressing common issues like unreliable data sources and missing factors, offering a more reliable solution than many existing reports.

How often is PlanFees updated?

The latest version of PlanFees is 1.0.1, and it was last updated on May 27, 2020. Future updates will depend on the developer's release schedule.

What is the age rating for PlanFees?

PlanFees has an age rating of 4+, indicating it is suitable for users of all ages and does not contain content inappropriate for children.

Does PlanFees offer detailed transaction analysis?

PlanFees focuses on benchmarking the overall fees of a retirement plan rather than detailed transaction analysis. Its strength lies in providing a clear overview of total plan costs.