Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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A Primer on Plan Fees (PDF)
Jean Martone, CFP, Portfolio Evaluations, Inc., via Plan Sponsor Council of America Aug. 25, 2016 "Ensure understanding of the different fee models available to you as a client, and implications to the plan and participants. Ask your service provider to show how your plan compares to others in your industry in terms of plan design features, investment options offered, and fees, and how your plan compares to similar plans within the client base.... Inquire about the different methods of allocation, as many service providers are investigating or have recently instituted fee-leveling services that could impact the proportion of fees incurred by each participant. A deeper dive is warranted periodically[.]" |
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