Win over plan sponsors by going deep on fee levelization – a 3-step approach...
Fee levelization — or fee equalization — is a hot topic these days. In fact, retirement-focused advisors rank ‘equalizing fund revenue’ among their top five criteria when choosing a service...
View ArticleFee levelization can work for retirement plans of all shapes and sizes
If you’re like me, you can find conflicting advice a bit frustrating. For instance, I recently talked to two different contractors about a project we’re considering and received two completely...
View ArticleHow do 401(k) participants really react to fee levelization?
One of the things I enjoy about my role is regularly interacting with retirement plan advisors and plan sponsors. Over the last few years, I’ve talked to hundreds of you about a variety of possible...
View ArticleDespite the hype, zero revenue sharing options aren’t always the cheapest
I’ve been breaking down some common misconceptions surrounding fee levelization in my last few posts. Here are two myths I touched on already: Only large companies use it Participants won’t like it But...
View ArticleLooking for a new way to explain fee levelization?
We know retirement plan sponsors have many reasons to consider levelizing or equalizing 401k plan administrative fees. One of the most important is it can help enhance their fiduciary responsibility....
View ArticleHow to explain fee levelization —zero revenue sharing investment options...
It’s no secret, many retirement plans use revenue sharing from the plan’s investment options to cover necessary fees, such as administrative costs. But, it often means 401(k) plan participants pay...
View ArticleExplaining fee levelization —zero revenue sharing through fee credits
Make no mistake, every 401(k) or 403(b) plan has fees related to the administrative costs. Many of the retirement plans we work with use revenue sharing from the plan’s investment options to cover some...
View ArticleBreaking down fee levelization —revenue sharing with fee adjustments
We’ve been talking a lot about the various ways business owners (e.g., those with a 401(k) or 403(b) plan) can cover the administrative costs of a retirement plan. Some use revenue sharing from the...
View ArticleCase study: Benchmarking analysis uncovers opportunities to improve...
Why employers with a 401(k) or 403(b) plan should benchmark — and consider fee levelization As a business owner, how often should you compare your 401(k) or 403(b) fees and expenses to similar...
View ArticleAn inside look at how one company tackled fees head-on
As the workforce changes, many business owners discover their retirement plan may need a refresh to stay competitive. That was the case for a mid-sized, employee-owned real estate and construction...
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