Assessing Retirement Plan Value - 4

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%
Navigating Cost Considerations
WHAT DOES IT MEAN?
UNDERSTANDING
RETIREMENT PLAN COSTS
Across the marketplace, greater attention to plan costs has increased interest in how costs are structured and the key
variables that drive them. Therefore it’s important to understand how different service providers package services,
investment options and related costs for your retirement plan. This is especially important for costs related to investment
options because they can be more challenging to understand and disclosure may vary among service providers.
Consider the following information as you review your retirement plan objectives, the overall value as
well as the reasonableness of fees.
REVIEWING PLAN SERVICES
NAVIGATING
COST CONSIDERATIONS
EVALUATING
REASONABLENESS
ADDRESSING
PARTICIPANT QUESTIONS
GLOSSARY OF TERMS
TOTAL COST & ITS COMPONENTS
COLLECTION METHOD FLEXIBILITY WITH SHARE CLASSES
PASSIVE VS. ACTIVE INVESTMENT MANAGEMENT (INDEXING)
FIXED RATE PRODUCT FEES
ERISA BUDGET UTILIZATION
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%
0.27%
RETIREMENT PLAN VALUE
MAIN
TOOLS & RESOURCES
> BACK TO HOME
TOTAL COST
COLLECTION
METHOD
PASSIVE VS.ACTIVE
FIXED RATE FEES
ERISA BUDGET
MORE THAN A NUMBER • NAVIGATING COST CONSIDERATIONS | 4

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
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