Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Long-Term Impact of Fees on Retirement Savings Calls for Push from Retail to Institutional Funds (PDF)
Callan Associates Sept. 9, 2012
"[D]ifference in fees between retail and institutional mutual fund shares versus non-40 Act investment funds materially affect income replaced in retirement or the length that DC participants can expect to remain in retirement while maintaining a certain standard of living. Interestingly, although common wisdom suggests that non-40 Act funds are the exclusive purview of large plans, the authors' analysis suggests that even plans as small as $100 million in assets could benefit from fee reductions provided by moving to non-40 Act investment funds."
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