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Industry Experience. Retirement Marketplace Investment Solutions. Relevant Value Adds.
Providing access to a team that has managed over various market cycles. Value investing is the hallmark of Integrity Asset Management.
The demand for more transparency and lower fees in retirement plan offerings is growing and so is our list of available R6 shares. Click download now for a complete list of our available R6 funds.
The Retirement Plan Fee Analyzer (Fee Analyzer) was designed to help you illustrate the depth and breadth of services you can provide to retirement plan clients and related fees. The Fee Analyzer format is easy for plan sponsors to understand while at the same time it showcases the valuable support that you can deliver.
The fee analyzer provides an expansive list of services that you may choose to offer a retirement plan client. Our on-line tutorial provides descriptions of the services listed in the fee analyzer and potential fee structures typically associated with each service.
Participants now have more information about plan administrative fees and that has sparked some difficult questions. We have a guide to help answer the top five most commonly asked questions about 401(k) administration fees.
With updated regulations requiring more fee transparency, the information is out there – now what? Read our guide to understanding a 401(K) fee statement.
Participants may be unaware that they have been paying plan administration and investment fees. Help participants understand 401(K) plans are not free with our suggested talking points.
Lawsuits involving excessive fees are escalating the debates about fee transparency and whether retirement plan participants are being overcharged. These cases stress the importance of the plan fiduciary’s responsibility to monitor plan fees to ensure they are reasonable.
To illustrate the mutual fund revenue sharing concepts covered in Victory Capital’s Roadmap to Understanding Retirement Plan Fees, this case study shows how fees and expenses flow in a hypothetical plan investment lineup.