Advisors Answer Specific Questions; Can Ensure Regulatory Compliance
Plan Monitor Will Watch Plans 24/7 with Immediate Notification & Reduces Risk for Plan Fiduciaries
Enables Compliance with the Impartial Conduct Standard When Advising on Annuities
Quantitative Research powers AUM growth for retirement plan advisors by demonstrably improving fiduciary practices
Financial Advisors Can Now Easily Assess, Document and Defend the Fees they Charge, Show they are Working in Client's Best Interests