PlanTools

Retirement plan oversight, without the noise.

[PlanTools @PlanTools]

New site, who this?

We rebuilt https://t.co/1nCZ3aHba1. Inside: an AI connector for ChatGPT, Claude, Cursor, and Grok, report walkthroughs, fee benchmarking, Fact Sheets on 330,000 funds, and Business Intelligence for your whole book.

Take the tour.

[PlanTools @PlanTools]

Working remote is the best thing to do regardless of #COVID19 that’s why we’re buying 3 subscribers annual subscriptions to @zoom_us the first 3 to DM us get it! #Remote #saas #presentation #meetings

[PlanTools @PlanTools]

Attending Advisor2x - stop by our booth to learn more about our platform and Catapult HQ, Inc.

[PlanTools @PlanTools]

How to Build Successful TPA Distribution Channels is a new six-part series that just launched on ERISA Training, check it out on https://t.co/X0ZXyoyHal using our complimentary promo code TPAMKT when registering for an account. #Retirement #Advisors #TPA #Recordkeeper #401k #403b

[PlanTools @PlanTools]

@fredreish Training is incredibly important and David, CEO of @PlanTools is an Expert Witness on those cases and many more developed #Fiduciary Training alongside @WagnerLawGroup for #Advisors #PlanSponsors and #Committees get educated - https://t.co/X0ZXyoyHal

[PlanTools @PlanTools]

Happy Independence Day! Enjoy the festivities and celebrations 🥳 💥 🎉

[PlanTools @PlanTools]

Thursday is here! @PlanTools is thirsty to help you. #ImNotAverage #401k #Benchmarking #ThirstyThursday

[PlanTools @PlanTools]

Morning everyone its Hump Day! @PlanTools want to know, how you are breaking up the work week. #ImNotAverage #401k #Benchmarking #HumpDay

[PlanTools @PlanTools]

Tuesday is here and we’re days away from the weekend, but we want you to know we’re here to help you with all you @PlanTools needs. #ImNotAverage #401k #Benchmarking #Tuesday #TacoTuesday

[PlanTools @PlanTools]

Monday morning is here and so is @PlanTools. We're ready to help kick start your week. #ImNotAverage #401k #Benchmarking #Monday

[PlanTools @PlanTools]

Hearing the great Mark Thornton talk today at the @CambridgeIBD conference in Charlotte. Excited to be here & representing PlanTools with all your #ERISA #401k #403B requirements. #401kbenchmarking #investmentreporting #fiduciaryvault #ImNotAverage #retirementplanoptimization

[PlanTools @PlanTools]

Morning PlanTools Fam, We hope everyone is having a wonderful Wednesday. #ImNotAverage #401k #Benchmarking #HumpDay

[PlanTools @PlanTools]

Tuesday is here! Let PlanTools know how we can help get to one step closer to your weekend. #ImNotAverage #401k #Benchmarking #Tuesday

[PlanTools @PlanTools]

Monday is here! So, grab a cup of coffee and let PlanTools know how we can start your week off right. #ImNotAverage #Benchmarking #401k #Monday #Coffee

[PlanTools @PlanTools]

Its officially midway through this weekend & we want 2 know, what u got going on this weekend. We know what we're doing the rest of this week, preparing u 4 ur weekend. All u got 2 do is just ask & we're here to help u with all things @PlanTools. #ImNotAverage #401k #Benchmarking

[PlanTools @PlanTools]

Good morning everyone, we hope you’re having a wonderful Tuesday. Let us know how we can assist you with all thing PlanTools. #ImNotAverage #401k #Benchmarking #Scoring #financialAdvisors

[PlanTools @PlanTools]

Happy Monday everyone! We miss out on 2 sweet holidays this past weekend. So, if you celebrated "Star Wars Day" or "Cinco de Mayo" or both, we want you to share. Also, were here to help you with all your PlanTools needs. #ImNotAverage #401k #Benchmarking #StarWarsDay #CincodeMayo

[PlanTools @PlanTools]

How was your St. Patricks Day? We’re still wearing green over at @PlanTools - how about you? Kicking off the week in an above average way by reviewing our 20k+ benchmarking reports to see how Advisors are becoming more unique than their peers. #ImNotAverage #401k #Benchmarking

[PlanTools @PlanTools]

David Witz, AIF® GFS® and Chuck Hammond, AIF®, PPC®, CMFC® discussing the BB&T settlement. #401k #RetirementPlan #Settlement #FinancialAdvisor #Benchmarking #RevenueSharing
https://t.co/E0mzXgHswM

[PlanTools @PlanTools]

Its Thursday, you may be overwhelmed, so let @PlanTools help you out with our reporting services for your retirement plan clients and get you back into your exciting weekend ahead. #Retirement #FinancialAdvisors #401kBenchmarking #ImNotAverage #ERISA #QuarterlyReview #TGIT