Client Service
401(k) Plan Fees Continue Decline on CITs, Lower-Cost Funds
Participants enjoyed lower fees within retirement investments in 2022, due largely to shifts by defined contribution vehicles, rather than from the trend toward fee-only advisement.
Practice Management / Fees
Client Service
Determinants of Profitability
À la carte vs. bundled pricing—is one of these fees models better for today?
Two-Thirds of DC Consultants Charge Fixed Dollar Fees
This is down from three-quarters last year, a PIMCO survey found