We are pleased to offer advisors the option to purchase the 401k Averages Book 17th Edition and Individual Advisor License for $195.
Unique offer for Individual Advisors. Buy the Averages Book and an Individual Advisor License and you can use the fee information in your client reports.
We are pleased to offer individual advisors the option to purchase the 401k Averages Book 17th Edition and Individual Advisor License for $195.
408(b)(2) is here and fee disclosure reports only tell your clients so much. The missing piece of the puzzle is providing them with a reliable comparative fee benchmark. Create your own state of the art fee benchmarking reports or use one of our free fee report templates.
Ideal for new business or client retention.
Providers, RIAs and TPAs interested in learning about our corporate license solutions may call 888-401-3089 ext 1.