Assessing Retirement Plan Value - 2

1.68%
0.67%
1.27%
27%
2%
7%
%
0.36%
1.68%
1.61%
7%
1.23%
0.21%
1.17%
27%
1.2 %1.61%
1.68%
0.58%
0.87%
1.2 %27%
NUMBER
>MORE THAN A
2.27%0.83% 0.78%
1.27%
0.21%
1.68%
1.27%
0.21%
0.47%
1.68%
1.68% 0.68%
0.87%
1.68%
1.27%
0.58%
1.68%
0.27%
2.27%
07
0.230%8%.58%
0.58%
2.27%
0.27%
0.78%
0.78%
1.68%
0.58%
0.72%
0.78%
0.58%
1.27%
1.68%
1.27%
1.68%
1.27%
1.68%
1.68% 0.83%
1.68%
2.27%
2.13%
1.68%
0.32%
2.27%
2.13%
2.13%
The following illustration will walk you through the basic services and service providers that may be associated with the cost of
a retirement plan, as well as sources for paying those costs and the various payment choices or fee collection methods available.
Keep in mind that there’s no “one right way” to collect and pay fees — but a plan fiduciary should document the prudent process
used to make these decisions.
Cost of Providing a Retirement Plan
WHAT DOES IT MEAN?
UNDERSTANDING
RETIREMENT PLAN COSTS
0.27%
REVIEWING PLAN SERVICES
NAVIGATING
COST CONSIDERATIONS
EVALUATING
REASONABLENESS
ADDRESSING
PARTICIPANT QUESTIONS
IN ADDITION. Be sure to review
the cost considerations below
GLOSSARY OF TERMS
that may affect plan fees.
Then consider important items for evaluating fee
reasonableness by accessing the link provided.
EVALUATING REASONABLENESS
CLICK FOR MORE DETAILS
RETIREMENT PLAN VALUE
VALUE RECEIVED
VALUE RECEIVED
TOTAL COST
TOTAL COST
PRINTABLE PDF
TOOLS & RESOURCES
> BACK TO HOME
COST
CONSIDERATIONS
REASONABLENESS
CONSIDERATIONS
FEE COLLECTION
EXAMPLES
MORE THAN A NUMBER • UNDERSTANDING RETIREMENT PLAN COSTS | 2
Assessing Retirement Plan Value

Table of Contents for the Digital Edition of Assessing Retirement Plan Value
