PlanTools
Description: Comprehensive investment management and benchmarking reporting for retirement plans.
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In everything we do, we believe in simplifying the process so you can accomplish more in less time, inconvenience, and cost.
A customized Investment Policy Statement with your standards and criteria integrated with a comprehensive Quarterly Monitoring Report that documents a prudent process to select and monitor investments.
Our single page fact sheets are built using data from Morningstar and provide a comprehensive review of performance, risk, and expenses for each investment.
PlanTools