Value and Fee Benchmarking – Investment Management Chapter

Be Part of the Solution

It transitions the conversation away from “what am I am paying?” to “Is what I am paying reasonable for the services, value and success that my plan and participants are achieving?”. This is the more important question and the reason that the DOL used the word “reasonableness” in the 408(b)(2) regulation 49 times.

You will receive:

  • Sample Report