Service providers can be integral to a retirement plan—as long as they are transparent, and reasonable, about their fees.
The goal of fee transparency is simple: to give plan sponsors and participants the information they need to make informed decisions regarding their retirement plans.
But, the regulatory framework around service provider fee transparency can be complex.
As a plan advisor, you have a unique opportunity to help plan sponsors make sense of it all.
In this piece, we’ll show you to develop a repeatable process for evaluating plan fees.
To learn more about “At your service,” please reach out to us at 800.991.8191.