Fee Dissection & Comparison

Plan fees are being scrutinized now more than ever. There have been recent lawsuits against companies claiming fiduciary breach from lack of proper evaluation and disclosure of potentially excessive plan fees. It is critical that plan sponsors understand, evaluate, and compare all fees related to the plan. It is also important that participants are made aware of the fees that are deducted from plan assets.

We dissect all explicit and implicit plan fees to help our clients understand what they are paying and how it compares to other products.