Believe it or not, 401(k) costs are not as transparent as you may have been led to believe. Finding your fee disclosure form 408(b)(2) is extremely important. We’ll look through it, line-by-line, to identify kickbacks and other unnecessary fees. Usually providers make this hard to find 408(b)(2). We have provided instructions to located it with your current record keeper. FIND YOUR 408(b)(2) FEE DISCLOSURE
It’s important to benchmark your plan against similarly sized companies and companies within your specific industry. Key metrics to benchmark include: fund fees, administrative fees, advisory costs, employee participation and savings rates, and plan design.
Sit back and relax, we have you covered throughout the on-boarding process and we’ll provide ongoing 401(k) administration so you don’t have to.