Assembles the plan-versus-IRA comparison required for rollover recommendations (investments, services, fees, alternatives including staying in plan), documents specific best-interest reasons, and supports the firm's retrospective review.
Not yet specifiedAssistiveComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Retrieve plan fee data from 404(a)(5) disclosures or benchmarks when unavailable
Compare plan and IRA fees, investment options and services