Understanding Retirement Plan Fees


A Plan sponsor guide

retirement plan fees cover page


Understanding the fees and expenses associated with a 401(k) or 403(b) retirement plan is a requirement for plan fiduciaries as part of their duty to ensure the costs associated with their plan are fair and reasonable in light of the services rendered.

Our goal for this guide is to provide a thorough overview of the categories of retirement plan fees and the specific services typically related to each expense for plan fiduciaries.

Download our Fees Guide