401k Averages Book Advisor License Bundle

$195.00

Get the 401k Averages Book 26th Edition, plus the Individual Advisor License for $195 and use trusted fee benchmarks in your reports.

SKU: 1002 Category:

The Individual Advisor License allows a single advisor to use the fee benchmark data contained in the 401k Averages Book 26th Edition within their client reports for one year.

This license applies to the printed book only.  It does not include digital access, online tools, downloadable files or electronic distribution rights.  Data must be manually extracted from the book and incorporated into your own reports.

The Individual Advisor License upgrades your single user book purchase to a single user Advisor License for reporting purposes.

With 408(b)(2) disclosures providing limited context, advisors need reliable comparative benchmarks to deliver meaningful fee analysis.  Use the data to create your own benchmarking reports or incorporate it into one of our complimentary Advisor Report templates.

Includes two FREE Advisor Report Templates

Providers, RIAs and TPAs interested in Corporate Licensing Solutions may contact us at 888-401-3089 or email at info@401ksource.com

 

Sample Book Pages

Quartile Chart

Advisor Comp

Advisor Report 1

Advisor Report 2