Assessing Retirement Plan Value - 2a

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
PAYMENT
SOURCES
———————————————————
———————————————————
THIRD PARTY
ADMINISTRATOR
INVESTMENT PROVIDER
———————————————————
FINANCIAL PROFESSIONAL
———————————————————
CPA/ATTORNEY
———————————————————
TRUSTEE
BUNDLED PROVIDER
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
