FAN Solutions for Providers

FAN services help providers to maximize the benefits of the Pension Protection Act (PPA) of 2006 and enhance the relationship with employer clients and ERISA plan advisers. Providers support their clients with highly valued personal advice.

FAN enables providers to preserve existing plan assets and win new business through plan advisers.

  
Pre-qualify Adviser Providers can underwrite the training and due diligence process for independent advisers. Volume pricing is available. (Note that under the PPA this activity must be disclosed.) Learn More

PPA requires disclosure of provider relationships...

Quoted from the Act: [disclosure] (iii) of all fees or other compensation relating to the advice that the fiduciary adviser or any affiliate thereof is to receive (including compensation provided by any third party) in connection with the provision of the advice or in connection with the sale, acquisition, or holding of the security or other property...