Cost Management

Learn how to create custom fee schedules in FiduciaryRx™ for investment, advisory, recordkeeping and TPA services.

Learn how to generate a plan cost benchmarking report using integrated data from Fi360.  This includes roughly 250,000 plans for investment…

This module is great to use with prospects and clients (to model out potential total cost scenarios). Using a 408(b)(2), you can create a…

This module is great to use with prospects and clients (to model out potential recordkeeping/admin fee scenarios). It’s similar to the &…

Learn how to add annual plan contributions (and increases) when using both the Total Fee Comparison and Recordkeeping Fee Projection modules.…

You can enter up to 15 years of historical fund, recordkeeping/admin and advisory fees for your clients.  Once entered, you can use this…

Like many of you, I used traditional benchmarking tools to provide my clients with an annual fee benchmarking report.  However, when I…

Perhaps the most popular FeeRx™ module is the Historical Fee Trend report where you can visualize the historical relationship between…

When generating a Recordkeeping Fee Benchmarking Study Recap the system now automatically calculates total recordkeeping fees and projected cost…

Learn how to apply different TPA fee schedules for different recordkeepers (based on different services offered) when developing a Recordkeeping…

Learn how to leverage powerful fee analytics across your client base to gain insights

Learn how to leverage powerful fee analytics across your client base to gain insights into your practice and recordkeeper relationships