Fees – Comperio Retirement Consulting, Inc.

Do you find your 401(k) plan fee’s confusing?

April 28, 2021

Managing Your 401(k) Fees Retirement plans commonly include funds that engage in revenue sharing, which is crediting a portion of the fund expense ratio paid by participants back to the plan. Using revenue sharing to pay all or a portion of plan administrative expenses is an acceptable practice. On the surface, this practice does not seem unfair, but unfortunately, using revenue sharing to pay plan expenses can fall far short of fair. Let’s take a look at why. Most 401(k)…

Hot Topics for 2021

January 22, 2021

Comperio Retirement Consulting

Fees, Investments, Retirement Plan Committee

Recent changes continue to reshape the Retirement landscape due to Recordkeeper and Advisor/Consultant Consolidation. Plan Sponsors should be prepared to evaluate how these changes will affect their plans and participants.

A Clearer View of Fees

August 20, 2019

Comperio Retirement Consulting

Fees

Regulatory pressures, legislative pressures, and even internal company pressures all have an impact on the Plan Sponsor. Recently, there has been a multitude of lawsuits regarding the appropriateness of fees paid by participants. Fees are a complicated topic and even the most seasoned Plan Sponsors may be challenged to fully understand them fully. Plan Sponsors are held accountable not only to understand plan related fees but also to ensure that they are reasonable and transparent from an employee/participant perspective. There…