Learn how to leverage powerful fee analytics across your client base to gain insights into your practice and recordkeeper relationships
Understanding the Fee Dashboard to Gain Insights Into Your Practice and Recordkeeper Relationships
Articles in this category
- Create Custom Fee Schedules
- 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