Jump to content

Dist Processing Fees

Guest HiKidsImASrPensionAdmin

By Guest HiKidsImASrPensionAdmin
in Distributions and Loans, Other than QDROs

 Share

Dist Processing Fees  

19 members have voted

  1. 1. Does your fee change based on the part acct balance?

    • Yes
      4
    • No
      15

  2. 2. If the acct bal is < $5,000 what is your fee?

    • $0
      3
    • 1 - 15
      1
    • 16 - 30
      4
    • 31 - 45
      1
    • 46 - 60
      3
    • 61 - 75
      5
    • 75 - 90
      1
    • 91 - 100
      0
    • > 100
      1

  3. 3. If the acct bal is > $5,000.00 what is your fee?

    • $0
      3
    • 1 - 15
      1
    • 16 - 30
      3
    • 31 - 45
      2
    • 46 - 60
      3
    • 61 - 75
      5
    • 75 - 90
      1
    • 91 - 100
      0
    • > 100
      1

Recommended Posts

Guest HiKidsImASrPensionAdmin

Guest HiKidsImASrPensionAdmin

Posted
Posted

I am just trying to get a feel as to what other firms are charging participants to get a lump sum payment (rollover or cash payment) from a participant directed DC plan after they terminate service with the plan sponsor.

Thank you in advance for any input!

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share
Go to topic listing
×
×
  • Create New...

Important Information

Terms of Use

  I accept