Every year, Multnomah Group conducts a retirement plan fee benchmarking study to better understand current pricing trends in the industry, as well as to look for opportunities for our plan sponsor clients to improve their plan pricing and service levels. Our 2014 Fee Benchmarking Study has been concluded, and we've seen minimal changes in fees for recordkeeping and administration from 2013 levels. However, Multnomah Group has seen four significant changes in how fees are being structured across the industry that will likely expand in 2015 and beyond. In this webinar, we'll discuss these four changes, which include:
Fee Equalization
Per Capita Fee Structures
Increasing Transaction Fees
Vendor Focus on Cross-Sell Opportunities
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Presenter
Erik Daley
Erik Daley is the Managing Principal for Multnomah Group. Erik consults regularly with clients on a variety of retirement plan related topics to help manage their fiduciary risks.
About Multnomah Group
Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking.
