Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Defined Contribution Account Manager
Nova 401(k) Associates logo
Nova 401(k) Associates
(Houston TX / Dallas TX / Scottsdale AZ / Telecommute)
ESOP Valuation Writer
Unique ESOP Valuation Provider

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn

<< Previous news item   |   Next news item >>

NEPC 2014 Defined Contribution Plan and Fee Survey: What Plan Sponsors Are Doing Now
NEPC Link to more items from this source
Oct. 13, 2014
"The recordkeeping fees for the majority of retirement investment accounts are still calculated using pricing models based on assets within the plan ... For most plans, recordkeeping fees include some element of revenue sharing. A recordkeeping fee structure based on a fixed-dollar amount per participant in the plan -- widely regarded in the investment industry as the most transparent and fair approach -- appears to be gaining traction and is especially popular among the larger plans, that is, those with $1 billion or more in assets ... The Survey underscores the challenge facing plan sponsors: they have to balance the quality of services provided with their efforts to cut costs and improve transparency ... [so they] may be better served if they examine their recordkeeping fee structures, exploring the potential to migrate to a more explicit fee model, for instance, one that charges a fixed-dollar amount per plan participant."

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).
© 2020, Inc.