Ensuring Reasonable Retirement Plan Fees Through Fee Benchmarking

Retirement Plan Sponsor Case Study

The Employee Retirement Income Security Act (ERISA) of 1974 requires that plan fiduciaries guarantee all fees paid from retirement plans are reasonable while considering the services being offered.

Fee benchmarking Case studyThe challenges facing 401(k) and 403(b) retirement plan sponsors to ensure the fees associated with their retirement plan are reasonable in light of the services rendered can seem daunting. It's a balancing act requiring a diligent vendor monitoring program.

An example of the work we do to assist our clients in this fiduciary duty is outlined in this case study focused on fee benchmarking.

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