Learn how to create custom fee schedules in FiduciaryRx™ for investment, advisory, recordkeeping and TPA services.
Create Custom Fee Schedules
Articles in this category
- Generating a Plan Cost Benchmarking Report
- Generating a Total Cost Projection Report
- Generating a Recordkeeping Cost Projection Report
- Adding Annual Contributions (and Increases) to Both Total Fee and Recordkeeping Fee Projections
- Generating a Historical Fee Trend Report
- Generating A Recordkeeping Fee Benchmarking Study Recap
- Historical Fee Insights
- Recordkeeping Fee Benchmarking Study Recap - Total RK Fees and Savings
- Applying Different TPA Pricing Schedules to Different Recordkeepers
- Understanding the Fee Analytics Functionality
- Understanding the Fee Dashboard to Gain Insights Into Your Practice and Recordkeeper Relationships