Bates & Company |
Trucker Huss, A Professional Corporation |
United 401(k) Plans, Inc. |
Nicholas Pension Consultants |
Compass Retirement Consulting Group, Inc. |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Central Pension Fund of the IUOE |
Benefit Associates, Inc. |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Retirement Plan Legal Specialist Pentegra |
Prime Pensions, Inc. |
Retirement, LLC |
Central Pension Fund of the IUOE |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Nova 401(k) Associates |
Carpenter Morse Group |
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Reducing the Risk of an Excessive Fee Lawsuit: Plan Committee Checklist Euclid Specialty Managers ![]() Aug. 12, 2021 "The best defense is to reduce your chance of being targeted by: [1] offering only the lowest-cost institutional share class investments; [2] offering primarily index investment options, particularly for the target-date suite; [3] requiring the plan sponsor to pay all recordkeeping fees, or ensuring that plan recordkeeping fees are on a low, flat, per-participant structure that does not increase as plan assets grow; and [4] requiring a full RFP on a regular basis, but at least once every three years." |
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