Cost Analysis

As a fiduciary with oversight of your employees’ retirement savings, it is critical that you have a process for keeping their fees in check.  Regulators have provided further encouragement with new annual fee disclosure regulations.  The regulations require that fiduciaries must take action to determine whether the fees employees pay for investments and plan services are reasonable.

Our services ensure our clients comply with the new fee regulations and control plan costs.  A consistent fee benchmarking process also can lead to lower fees for your employees as price compression continues in our industry.

Our services include:

  • Cost Containment – Negotiate fixed pricing with your providers vs. variable pricing strategies which increase fees as your plan grows
  • Service Provider Benchmarking – Proprietary process for reviewing all provider fees (including our own), formal price quotations from comparable service providers
  • Investment  – Review share classes to determine best-fit and lowest net cost, reasonableness reviews of mutual fund revenue sharing subsidies to ensure your custodian is capturing available reimbursements


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