Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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What I Learned from Reading My Retirement Plan Fee Disclosure
Cammack Retirement Group [Opinion] Sept. 26, 2019 "[1] The standout of the disclosure was the net operating expenses of each plan investment.... [2] The disclosure failed to disclose the fees of the plan's fixed account, listing them as N/A.... [3] [In] addition to fees, fund performance was also disclosed.... [4] While I would have preferred there to be better disclosure of any fund revenue sharing and how it offset recordkeeping costs, for the average participant, this explanation would have amounted to gobbledygook ... [5] I learned about some transactional fees in my retirement plan that I previously did not know about." |
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