Fee Dissection & Benchmarking

Plan fees are being scrutinized now more than ever. There has been a tremendous increase in litigation claiming a breach of fiduciary liability stemming from a lack of proper evaluation and disclosure of potentially excessive plan fees. It is critical that plan sponsors understand, evaluate and compare all fees related to the plan.  It is also important that the participants are made aware of the fees that are deducted from plan assets.

Our firm will dissect all implicit and explicit plan services fees including revealing any revenue sharing fees if applicanble.  Fees are explained and then compared to other providers to determine if they are reasonable.  The full analysis will be documented for your fiduciary file.