PLAN FEE BENCHMARK
Plan Fee reasonableness is an important component of the new DOL fiduciary regulations. An objective report is an important tool for retirement plan advisors and plan sponsors. We can help.
ADVISOR FEE BENCHMARK
Educated advisors know they can add an additional level of service to their clients by providing an objective benchmarking report that details the services included as part of their annual retainer fee.
Investment monitoring is an important aspect of fiduciary responsibility. Documenting the initial selection and monitoring of investments requires specialized reports that help document a sound process.