RPAG and PlanFees Report Integration

RPAG and PlanFees integration is like a save time button on a computer keyboard

RPAG and PlanFees have introduced new reporting integrations that make the most powerful reporting platform in the retirement industry even more streamlined and efficient. In just a few clicks, you can now pull plan information directly from the RPAG advisor portal into a PlanFees report. You can also easily insert the PlanFees report into a RPAG report.

Time saved in report building translates to hours that can be invested in providing higher-touch service. Check out this video for a quick tutorial on how to start using this time-saving feature today.

 

How it works

To run a PlanFees report on one of your retirement plans, simply select the client / prospect button in the top corner of the RPAG advisor portal then select the plan you want to report on.

RPAG portal

From the client's details page, scroll down to the bottom of the page where you'll see the plan card, labeled with the appropriate plan name, and click "View Plan."

RPAG portal view plan page

Finally, scroll down to the bottom of the plan details page, where you'll see a "Reports" section, click on "PlanFees Prism" under the Fee Benchmarking tab.

RPAG and PlanFees Report How it works Image 3-1

This will take you to the PlanFees Prism benchmarking page and it will automatically pull in all the plan information that you have stored in RPAG including investment fee information, record keeping fees, TPA fees, advisor fees, etc. 

Adding a PlanFees report to RPAG deliverables

Firstly, navigate to the report builder and look for "Features" at the top of the screen. Select "Fees" from the tab, then click on the "+" next to "Plan Fees Prism" to add the Plan Fees Prism module to the report.

RPAG Report Builder

Once added, you can drag and drop the module anywhere in the report. Next, open the "Select Plan Fees Prism Report" drop-down menu and select the Plan Fees Prism report you want to use. Then click "save."

RPAG and PlanFees Report

Once saved, the Plan Fees Prism report will show in the spot you chose when the report is downloaded.

________________________________________

Looking for more information?

Contact the RPAG Support Team, support@rpag.com, to learn more about RPAG and get help with our Platform, or anything else!

Not an RPAG Member?