Services - Retirement Press

Services / Retirement Press

Side-by-side Fee Analysis

SIDE-BY-SIDE FEE ANALYSIS


Part of a fee-based advisor's job description is to be able to provide a complete fee net cost analysis of a Plan Sponsor's 401k plan, which would include both service and investment product elements. The new Price Transparency Regulations provide insights or glimpses of reality to Plan Sponsors, who have neither the knowledge base nor the time for a comprehensive analysis, which ought to include but not be limited to:

- Product Enhancements like directed trust services, 3(38) fiduciary services and fee-based advisor costs
- True Product costs such as revenue sharing, sub-transfer agency fees, trading and turnover expense and potential audit fees

Top advisors know their products and that of competition. If our goal is to steer management to a safe harbor, then we need to know how to guide the ship.

Resources:
Document Checklist
Sample MEP Retirement Plan Comparison


PERIODIC ON SITE PLAN ENROLLMENT SUPPORT

Map Locations of Offices

ON-GOING PERIODIC PARTICIPANT INVESTMENT EDUCATION

RETIREMENT PLAN PROBLEM RESOLUTION

Resources:
Common Fiduciary Concerns


QUARTERLY PERFORMANCE MEETINGS WITH KEY MANAGEMENT TEAM

Resources:
Services Summary
Financial Professional Evaluation


Services / Trust

Trust Companies


  • Centier Bank
  • Alta Trust
  • Summit Trust
  • Reliance Trust

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