PlanTools Unveils CRC Offering

February 16, 2010 ( – Charlotte, North Carolina-based PlanTools has released the Client Resource  Center  (CRC) as part of its Risk  Management System.

A news release said CRC  capabilities  include  dashboards,  document  lockbox,  autopublishing  of PlanTools’  StandardsBased  Risk  Management  and  Expense  Analysis  and  Benchmarking  Reports, resource  library  and  Morningstar  data.   

The  four  dashboards  provide  plan  sponsors  with  an overview  covering  asset  allocation,  expenses,  service  providers,  performance,  and  standards  ratings  for  selecting  and  monitoring  investments.  The announcement said six more dashboards are in development.

According to the news release, the  document  lockbox  provides  users  with  a  clean  slate  to  develop  plan-specific  procedures  that  organize  the  processes  to  collect,  store  and  recall  client  documents  so  plan  administrative  responsibilities  can  be  monitored  in  a  controlled  and  familiar  environment.  

It  also  makes  tasksharing  and  communication  with  the  plan fiduciaries,  attorney,  auditor  and  consultants easier,  faster  and  more  efficient, the company said.  More information is at .