Fee Negotiations

We ensure the plan custodian, recordkeeper, third party administrator and any investment providers make full revenue disclosure. Full revenue disclosure can also uncover conflicts of interest that may limit a plan's performance. We determine if the revenues generated and fees assessed by the custodian, recordkeeper and administrator represent equitable compensation for the services delivered and are consistent with fees paid by other, similar-sized plans. If not, we negotiate with plan providers on our client's behalf to reduce charges. We provide a comprehensive, written analysis to plan fiduciaries for documentation of this important fiduciary action.