Brian A. Montanez, CPC, TGPC, AIF®, CPFA
In this paper, we will discuss retirement plan fees and expenses with the intention of assisting retirement plans ponsors in achieving a greater understanding of their Plan’s fees.
For the purposes of this paper, we will categorize the fees and then detail the specific functions typically related to each expense.
Generally, retirement plan fees can be classified into three main categories:
To read the full white paper, please use the submission box in the right-hand column.