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Creating impactful content to connect retirement plan
advisors and plan sponsors.
A primer on retirement plan fees: Cost components and comparisons.
Fee transparency is as important as ever. Plan fiduciaries need to understand who does what and what they are paying for that service.
An in-depth look at fiduciary responsibility and evaluating fund compensation.
Helping plan participants understand the impact of expenses and fees isn’t just critical—it’s our collective responsibility.
Help plan sponsors build a service model framework that meets the needs of their plan and their participants.
Service providers can be integral to a retirement plan—as long as they are transparent, and reasonable, about their fees.
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.
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.
THE CONTENT ON THIS PAGE IS INTENDED FOR RETIREMENT PROFESSIONALS