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Saturday, October 19, 2019
HomePlan FiduciaryThe ultimate tool for documenting every part of your best-interest practice

The ultimate tool for documenting every part of your best-interest practice

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.

 

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