Assessing Retirement Plan Value - 2b

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%
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.
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%
Cost of Providing a Retirement Plan
WHAT DOES IT MEAN?
UNDERSTANDING
RETIREMENT PLAN COSTS
REVIEWING PLAN SERVICES
———————————————————
PLAN ADMINISTRATION
& RECORDKEEPING
INVESTMENT MANAGEMENT
———————————————————
NAVIGATING
COST CONSIDERATIONS
EVALUATING
REASONABLENESS
ADDRESSING
PARTICIPANT QUESTIONS
GLOSSARY OF TERMS
PLAY AUDIO
OVERVIEW
PRINTABLE PDF
TOOLS & RESOURCES
> BACK TO HOME
COST
CONSIDERATIONS
EVALUATING REASONABLENESS
CLICK FOR MORE DETAILS
REASONABLENESS
CONSIDERATIONS
FEE COLLECTION
EXAMPLES
MORE THAN A NUMBER • UNDERSTANDING RETIREMENT PLAN COSTS | 2
PARTICIPANT COMMUNICATION
& EDUCATION
———————————————————
CONSULTANT/ADVISORY
———————————————————
AUDIT/LEGAL
———————————————————
TRUST/CUSTODY
These are some of the basic services
necessary to run a successful
retirement plan. There may be other
services that are required based on the
needs of the plan and can vary from one
plan to another.
———————————————————
———————————————————
THIRD PARTY
ADMINISTRATOR
INVESTMENT PROVIDER
———————————————————
FINANCIAL PROFESSIONAL
———————————————————
CPA/ATTORNEY
———————————————————
TRUSTEE
BUNDLED PROVIDER
PAYMENT
SOURCES
PLAN SPONSOR
———————————————————
PARTICIPANT ACCOUNTS
———————————————————
RETIREMENT PLAN
INVESTMENT OPTIONS
PAYMENT
CHOICES
BILLED
———————————————————
NETTED/DEDUCTED
———————————————————
INVESTMENT EXPENSE
Investment Mgmt Fees
——————————
Revenue Sharing
0.27%
RETIREMENT PLAN VALUE
VALUE RECEIVED
TOTAL COST

Assessing Retirement Plan Value

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

Assessing Retirement Plan Value - Cover
Assessing Retirement Plan Value - 1
Assessing Retirement Plan Value - 1a
Assessing Retirement Plan Value - 1b
Assessing Retirement Plan Value - 1c
Assessing Retirement Plan Value - 2
Assessing Retirement Plan Value - 2a
Assessing Retirement Plan Value - 2b
Assessing Retirement Plan Value - 2c
Assessing Retirement Plan Value - 2d
Assessing Retirement Plan Value - 2e
Assessing Retirement Plan Value - 3
Assessing Retirement Plan Value - 4
Assessing Retirement Plan Value - 5
Assessing Retirement Plan Value - 6
Assessing Retirement Plan Value - 7
Assessing Retirement Plan Value - 8
Assessing Retirement Plan Value - 8a
Assessing Retirement Plan Value - 8b
Assessing Retirement Plan Value - 9
Assessing Retirement Plan Value - 10
Assessing Retirement Plan Value - 11
Assessing Retirement Plan Value - 12
Assessing Retirement Plan Value - 13
https://www.nxtbookmedia.com