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planbenchmark.com

PLANbenchmark

PLANbenchmark is a quick, easy and effective iPad app in determining fee reasonableness for your retirement plan. Answer no more than 10 questions and process your benchmarking report on an annual basis to establish a documented process. It's just that simple!

http://www.planbenchmark.com/

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Justin Witz

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Sui●●●752

Cha●●●tte , North Carolina, 28277

United States

704●●●031
jw●●●@fraplantools.com

View this contact

Justin Witz

10612-D●●●●●●●ence Rd

Sui●●●752

Cha●●●tte , North Carolina, 28277

United States

704●●●031
jw●●●@fraplantools.com

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PLANbenchmark | planbenchmark.com Reviews
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PLANbenchmark is a quick, easy and effective iPad app in determining fee reasonableness for your retirement plan. Answer no more than 10 questions and process your benchmarking report on an annual basis to establish a documented process. It's just that simple!
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5 benchmark fee reasonable
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PLANbenchmark | planbenchmark.com Reviews

https://planbenchmark.com

PLANbenchmark is a quick, easy and effective iPad app in determining fee reasonableness for your retirement plan. Answer no more than 10 questions and process your benchmarking report on an annual basis to establish a documented process. It's just that simple!

INTERNAL PAGES

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1

Pricing | PLANbenchmark

http://www.planbenchmark.com/pricing

It may be possible to deduct the cost of benchmarking from plan assets if the plan document permits the deduction of such expenses, the expense is considered necessary for the operation of the plan and the expense is reasonable. ERISA also includes a provision that will enable you to seek reimbursement from the plan if you pay the expense. However, before deducting any expense from plan assets you should seek the opinion of ERISA counsel. Cost to conduct a single plan analysis. Benchmark plan level fees.

2

Sign up | PLANbenchmark

http://www.planbenchmark.com/support.html

Forgot Username / Password. Add me to Advertising. 6277-600 Carolina Commons Dr. Indian Land, SC 29707. If you choose to mail or fax us, please provide detailed information so we can assist you properly.

3

FAQ | PLANbenchmark

http://www.planbenchmark.com/faq.html

Where do you get your data? We do not download data into the PLAN. App from IRS Form 5500. Instead, our data is organically entered into the PLAN. App by our subscribers. Why don’t you import data from IRS Form 5500? How do you protect the system from bad data? How do you know if the data the user is entering is correct? More importantly the question is, is the user competent enough to know what fees they charge for the services they provide? How do you protect the system against incorrectly entered data?

4

Pricing | PLANbenchmark

http://www.planbenchmark.com/pricing.html

It may be possible to deduct the cost of benchmarking from plan assets if the plan document permits the deduction of such expenses, the expense is considered necessary for the operation of the plan and the expense is reasonable. ERISA also includes a provision that will enable you to seek reimbursement from the plan if you pay the expense. However, before deducting any expense from plan assets you should seek the opinion of ERISA counsel. Cost to conduct a single plan analysis. Benchmark plan level fees.

5

Education | PLANbenchmark

http://www.planbenchmark.com/education.html

Fiduciary Booby Traps with Broker-of-Record Changes. Should the new definition of fiduciary go into effect, there will be more registered representatives ( reps ) held to a fiduciary standard of care who were previously prohibited from operating in a fiduciary role by their Broker-Dealer ( B-D ). As such, B-Ds will have to make one of the following decisions: View Decisions. Summer 2015 - How Long Can You Hold Your Breath? April 22, 2015 - Benchmarking - A Means to Meet Compliance Obligations. 408(b)(2) ...

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