Make best interest rollover recommendations while ensuring easy and consistent documentation and disclosure to clients.
Streamline rollover recommendation analysis by considering cost, service, and fit criteria in three straightforward steps.
Gain immediate access to Form 5500 and benchmark information for plan cost assessment, allowing the input of 404(a)5 details and direct lookup of employer-sponsored plans.
Simplify the documentation and disclosure of rollover recommendations, facilitating compliance with regulations and ensuring easy sharing with clients.