Getting the correct data can be just as difficult as any other part of the plan comparison. (k)quote® maintains and is growing a database of keystrokes to collect the appropriate data.
The hardest part of running a comparison is getting the incumbent’s plan information into an actionable format. With (k)quote, you can scan the 408(b)2, 404(a)5, or annual contract reviews the same way you would when you deposit a check at an ATM. Additionally, you can manually input the data or upload an excel sheet.
Morningstar Star Rating™ & Returns
Sort proposed funds by returns, expense, or star ratings. (k)quote® maintains a database of return information for Mutual Funds, CITs, Separate Accounts, and ETFs.
Once the deal is closed, our system will automatically build a mapping of the assets between the incumbent recordkeeper platform and yours.
Once you have a prospect, what if you could compare 401(k) fees and investments by 𝙎𝘾𝘼𝙉𝙉𝙄𝙉𝙂 the incumbent’s fee 𝙙𝙞𝙨𝙘𝙡𝙤𝙨𝙪𝙧𝙚 𝙙𝙤𝙘𝙪𝙢𝙚𝙣𝙩𝙨 into a system? You now can using (k)quote’s first to market PDF Analyzer. Our goal is to give our users the ability to build accurate investment and asset weighted fee comparisons in 10 minutes or less, allowing your team to control the conversation on why the plan sponsor should work with you. Let us help you focus on what’s important, closing plans (not data entry).
1. Scan Data In
2. Confirm Incumbent Plan Information
3. Select Fund List
4. Download Reports