Providing impactful content to connect retirement plan advisors and plan sponsors.
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.
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.Read more
With updated regulations requiring more fee transparency, the information is out there – now what? Read our guide to understanding a 401(K) fee statement.Read more
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.Download nowOpens a New Window