PlanTools @PlanTools
Retirement plan oversight, without the noise. plantools.com Fort Mill, SC Joined March 2012-
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Following212
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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
Attending Advisor2x - stop by our booth to learn more about our platform and Catapult HQ, Inc.
How to Build Successful TPA Distribution Channels is a new six-part series that just launched on ERISA Training, check it out on erisatraining.com using our complimentary promo code TPAMKT when registering for an account. #Retirement #Advisors #TPA #Recordkeeper #401k #403b
@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 - erisatraining.com
Happy Independence Day! Enjoy the festivities and celebrations 🥳 💥 🎉
Thursday is here! @PlanTools is thirsty to help you. #ImNotAverage #401k #Benchmarking #ThirstyThursday
Morning everyone its Hump Day! @PlanTools want to know, how you are breaking up the work week. #ImNotAverage #401k #Benchmarking #HumpDay
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
Monday morning is here and so is @PlanTools. We're ready to help kick start your week. #ImNotAverage #401k #Benchmarking #Monday
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
Morning PlanTools Fam, We hope everyone is having a wonderful Wednesday. #ImNotAverage #401k #Benchmarking #HumpDay
Tuesday is here! Let PlanTools know how we can help get to one step closer to your weekend. #ImNotAverage #401k #Benchmarking #Tuesday
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
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
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
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
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
David Witz, AIF® GFS® and Chuck Hammond, AIF®, PPC®, CMFC® discussing the BB&T settlement. #401k #RetirementPlan #Settlement #FinancialAdvisor #Benchmarking #RevenueSharing bit.ly/2SYRZuN
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
Wednesday is here, we’re halfway through the week. Let @PlanTools know how we can assist you during the rest of it. #Retirement #FinancialAdvisors #401kBenchmarking #ImNotAverage #ERISA #QuarterlyReview #HumpDay
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