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Understanding Retirement Plan Fees
Reproduced with permission from our Associate Member, Beneco Retirement plan fees are complicated. Between administration, investment management, recordkeeping, consulting, revenue sharing, sub-TA and 12b-1, it isn’t always clear to plan participants or plan sponsors exactly what they’re paying, how much they’re paying or even who’s paying the fees. ERISA Section 408(b)(2) states that plan fiduciaries have to
Kathleen Baldwin