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Help plan sponsors build a service model framework that meets the needs of their plan and their participants.

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.