Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice:
- Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees, benchmarking, and more!
- Be Confident About Your Best Interest Reporting: The only software that went through a thorough review with top attorneys.
- Save Hours & Get Plan Data For Any ERISA Plan: We included ERISA plan fee and feature databases at no extra charge.
- Justify & Benchmark Your Fees: We included a database of 10,000+ advisors and their fees, so you can comply with fee reasonableness requirements and report validated benchmarks.