Introducing RolloverAnalyzer™’s Plan Investments Lookup, where advisors can now derive plan investment costs from a client’s own holdings, directly within the application. The lookup starts with the plan. With that selected, plan investment costs can be overridden.

Open Lookup Plan Investments and search by fund name or ticker. Every result comes from the plan’s own filed investment menu. Enter each balance straight from the client’s statement.

Fund names and expense ratios come pre-filled. Allocate the full rollover amount, and the weighted expense ratio calculates instantly, each holding weighted by the dollars behind it. Apply, and the derived cost populates into the application, with every itemized holding saved within the analysis.

Determining employer-sponsored plan costs has always been a burden for advisors. Plan Investments Lookup makes it proudly simple, strengthening compliance and tailoring best interest advice to each client. Available now in RolloverAnalyzer™.