Assessing Retirement Plan Value - 12

1.23%
3

0.58%

1.68%

0.58%
5

R ET IR EMENT PLA N VA LUE

0.83%

NUMBER
0.87%

1.27%

0.21%

1.68%
6

1..68%

0.78%

2.27%
2

0.58%
5

1.27%

1.68%
6

1.68%
6

0.27%
2

1.27%
2

0.21%
2

0.47%

1.68%

1..68%
%

1.27%
2

0.58%

1.27%
2%

1.61%

1.68%
8

0.68%
6
1.68%

1.27%
2%
1
1.61%

7%
%

7%

0.78%
7
0.72%
7

>MORE THAN A

1.27%
2

0.36%
3%

2%

2.27% 0.83%

1.68%

1..17%

27%
%

%

0.21%

1.68%
6

1.68%

0.27%
2

2.27%
2

2.13%

1.27%
2

0.78%
7
78

1.68%
%

1.68%
3
.58%
0.230%80.78%1.27% 0.32%
2 0.58% 7 2
0.58%
5

2.27%

1.68%
6

2.27%

2.13%

2.13%

0.27%
2

Tools & Resources

WHAT DOES IT MEAN?

RETIREMENT PLAN FEES:

408(b)(2) DISCLOSURE REGULATION

MORE THAN A NUMBER

DIRECT & INDIRECT COMPENSATION

UNDERSTANDING
RETIREMENT PLAN COSTS

UNDERSTANDING

DISCLOSURE

FEE COLLECTION EXAMPLES

FEE REASONABLENESS

FOR RETIREMENT PLANS

NAVIGATING
COST CONSIDERATIONS

ERISA 408(b)(2)

RETIREMENT PLAN COSTS

REVIEWING PLAN SERVICES

REVIEW CHECKLIST

EVALUATING
REASONABLENESS

PLAN GOVERNANCE

PLAN FEES FOR PARTICIPANTS

ERISA 404(a) PARTICIPANT DISCLOSURE

GLOSSARY OF TERMS

UNDERSTANDING

RESOURCE

ADDRESSING
PARTICIPANT QUESTIONS

VIDEOS

REGULATION RESOURCE CENTER

WHAT PARTICIPANTS NEED TO KNOW

GLOSSARY OF RETIREMENT PLAN RELATED TERMS
TOOLS & RESOURCES

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MORE THAN A NUMBER * ADDRESSING PARTICIPANT QUESTIONS | 12
Assessing Retirement Plan Value

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