Learn how to apply different TPA fee schedules for different recordkeepers (based on different services offered) when developing a Recordkeeping Fee Benchmarking Study report.
Applying Different TPA Pricing Schedules to Different Recordkeepers
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
- Understanding the Fee Analytics Functionality
- Understanding the Fee Dashboard to Gain Insights Into Your Practice and Recordkeeper Relationships