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Help plan sponsors build a service model framework that meets the needs of their plan and their participants.

Plan sponsors are under immense pressure to monitor fees for services. 

In fact, it is one of the most important responsibilities that a plan advisor faces. 

In “Analyze this,” we explain why it may be helpful to organize fees into separate categories such as: 

• Plan design consultation
• Investment services
• Plan governance
• Participant services

Our educational content can help plan sponsors demonstrate that the fees they are paying are reasonable and necessary, and that they serve the best interests of plan participants. 

To request a copy of “Analyze this,” please reach out to us at 800.991.8191.