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An in-depth look at fiduciary responsibility and evaluating fund compensation.

Certain retirement plan investments are designed to generate fund compensation, which is used to offset some of the fees associated with plan services.

The Department of Labor fee transparency initiatives—and the growing number of lawsuits alleging excessive fees—have led to increasing scrutiny of plan fees and compensation.  

Use “Follow the money,” to help plan sponsors uncover what they need to know when it comes to fund compensation.

To request a copy of our educational content on trends in fees and fund compensation, please reach out to us at 800.991.8191.