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401(k) Fees: Best Practices for Plan Sponsors
Lawton Retirement Plan Consultants Link to more items from this source
Jan. 23, 2018

"Based upon guidance from the DOL, you should conduct an RFI or RFP process every three to five years for the providers you work with.... Use lowest-cost share classes ... Make sure you offer the right investment options ... Perform an annual investment fund review ... Evaluate service provider fees each year ... Consider replacing an advisor with an investment adviser ... Distribute required fee notices ... Seek balance in all things."

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