Fee Benchmarking

Fee Benchmarking

A live-bid process to ensure apples-to-apples comparisons, to help maximize a plan’s negotiating leverage, and verification of value

As a plan fiduciary, it is critical that our clients understand their “all-in” fees. Plan participants are more aware than ever of their fees, and so it is increasingly important to ensure that plan sponsors understand and manage fees and expenses appropriately. We assist clients with monitoring all plan related expenses and benchmark them so that it can be determined if they are reasonable and prudent, including recordkeeping fees, administration, investment and advisor fees.