Plan Sponsors Paying for Adviser Services Directly
The majority of retirement plan expenses are paid by the plan sponsor, but many plan sponsors do not review the fees paid to their adviser, a recent survey...
Tag: Fees
servicing strategies
Happy Together
How advisers can measure client satisfaction and why they should
regulatory radar
Traps for the Unwary
Advisers need to get to work now to comply with new Form 5500 requirements
practice management
Finding a Mate
Broker/dealers continue to add products and services to support the retirement plan adviser
trendspotting
Lopsided Equation
Cerulli report says fee-based compensation increases, but revenues are down
cover story
The World Turned Upside Down
The current turmoil threatens broker/dealers as more advisers think about going independent—when the market improves
Participants Want Help Understanding 401(k) Fees
More than eight in ten (83%) 401(k) participants acknowledged they actually do not know how much they pay in fees and expenses associated with their plan.
Clients Unclear About Advisers’ Fees
Don’t assume your clients are comfortable with fees just because they don’t say anything.