The Pension Resource Institute has reached a partnership agreement with FRA PlanTools that allows subscribers to PRI to easily order and access FRA PLANbenchmark reports. The PLANbenchmark tool allows retirement plan professionals to input information about a specific plan or client. The data is then analyzed and turned into a customized report that shows plan sponsor clients how their plans stack up against the wider market.
Dave Witz, chief executive for FRA PlanTools, views the new partnership with PRI as a “chance to connect with plan advisers who may be interested in these services. Leveraging the reach of [the Advisor Resource Center] is an effective way to introduce and distribute our services through a trusted brand in the retirement plan marketplace,” he adds.
More information on the Advisor Resource Center is available here.
