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Defined Contribution Fee Benchmarking and Vendor Search

Fiduciaries are responsible to ensure that services provided to their retirement plans are necessary and their costs reasonable.

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What is included in a defined contribution fee review?

  • Review of direct and indirect fees charged to an employer plan sponsor, employee participants and trust assets in connection with a 401(k) or 403(b) plan
  • Compehensive fee analysis, including investment manager fees, administrative fees, transaction fees, soft-dollar arrangements, revenue sharing, 12b-1 fees, float cost and sub-transfer agent fees
  • Benchmarking of administrative and investment fees for comparable plans and comparison of services
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