For a quick and easy way to explain fee levelization, share these videos with plan sponsors. Feel free to go into more detail on each option if needed.
For a quick and easy way to explain fee levelization, share these videos with plan sponsors. Feel free to go into more detail on each option if needed.
Then, educate your clients/prospects on retirement plan fee levelization options and considerations. It’s easy. Consider sharing the PowerPoint below to help kick off things. Or check out some of the other tools/resources below, including the "What's all the buzz about leveling retirement plan fees" white paper.
A fee policy statement provides guidelines for your clients to help them monitor their retirement plan fees and expenses with service providers on a regular basis. By doing this, your clients can better manage their related fiduciary duties. See the template below to create a fee policy statement for all your clients.