RegReadyPro is proud to announce the launch of the ERISA Wizard. A fast, repeatable rollover tool for advisors.
powered by Due Diligence Works, Inc.
DDW At a Glance
ERISA Rollover Tool for Advisors
Some of the benefits included...
1. PTE 2020-02 Compliant
2. 401K, 403b, TSP Rollovers
3. IRA to IRA rollovers
4. Automated Plan Expense Lookup
5. Integrated with Your Product List
6. Product Expense Comparison
7. Full Documentation
8. Easy, Repeatable and Right Design
Solo Practitioner Pricing
This pricing is for individual Advisors who want to license the RegReadyPro 401k Rollover Tool for use with your own clients. License fees are annual and paid quarterly.
Teams and Institutional Pricing
Schedule time with DDW to talk about our team discounts, institutional pricing, configuration options and bundle discounts when considering additional Product and Services offered by DDW.
Here's why Advisors love RegReadyPro's 401k Rollover Tool
Comply with PTE 2020-02
Benefit from DDW's constant exposure to regulatorsDDW's RolloverReady tool is constantly in front of the regulators to ensure you're using the latest and best documentation
ERISA Research Portal
A More Accurate Fee Finder. RolloverReady integrates with both 5500 Plan Database and Record-Keeper Level Benchmarking because it's more accurate
Product Smart Search
Search Faster. DDW's RolloverReady tool includes the product universe and our SmartSearch feature for quick comparison of product and fees
Reasonably Available Alternatives
A DDW Differentiator Instantly adds reasonably available alternatives across ALL product types, A unique approach that's powered by Due Diligence Works, LLC. and what the regulators are looking for.
DDW 4 Box Analysis
The Difference Maker. For reg tech to be great, it needs to be built on great research. DDWs DNA is coded in product due diligence, combining quantitative AND qualitative level research behind the DDW product score.
Additional Solutions and Services from DDW
Reg BI Form
Available today in RegReadyPro enterprise, the Reg-BI tool covers best interest, the product universe and integrates with the rollover tool if the source of funds are ERISA accounts
IRA to IRA form
Available today in RegReadyPro enterprise, the IRA to IRA form documents the clients existing IRA to proposed IRA product and expenses. Integrated with the rollover and reg bi forms
Product Research Portal
Compare across all products, include reasonably available alternatives building comparison across product features, benefits and cost
Due Diligence Research
Available today in RegReadyPro enterprise, leverage the expertise of DDWs 100+ years of product expertise for a quick view into all aspects of product Due Diligence and scoring for all packaged products.
Carrier Score
Available today in RegReadyPro enterprise, DDW's proprietary scoring system for product manufacturers covers quantitative and qualitative attributes of product carriers. From product features, costs, carrier service and more.
Product Mega Matrix
Coming Soon! We're excited to introduce the industies first matrix that expands across all product types, enabling advisors and firms to search across core client needs and concerns for the most suitable products.