Plan Fee Disclosure Review

Let us run a 401(k) Plan Fee Disclosure Review for your employee retirement plan.

This 401(k) plan fee disclosure form may assist you in making informed cost-benefit decisions with respect to your plan.  The purpose of this form is to help you determine the total cost of the plan.  It is also intended to provide you with a means to compare investment product fees and plan administration expenses charged by competing service providers, regardless of how a particular service provider structures its fees.

We have been working with 401(k) plan sponsors since 1982.  Many breakthrough trends have been initiated since then, but none more important than examining the true costs of what is currently being charged to retirement plans to maintain the investments for participants. 

Some of our recent cases are asking the questions "How can you bring all these services for such a reasonable price?"  The question is better put to the more traditional vendors, "Why are they charging so much for their services?"

Plan fees and expenses:

• Plan administration fees - day-to-day operation of a plan

• Investment fees - largest component of plan fees

• Individual service fees - fees for optional features

Landmark Advisors is a member of National Retirement Partners.  We are located in Minneapolis, Minnesota.  We specialize in providing retirement plan consulting and financial planning education for plan sponsors and delivering personal retirement planning for plan participants.  Contact us today for more information about your retirement planning needs.

Securities and Investment Advisory services offered through Woodbury Financial Services, 500 Bielenberg Drive, Woodbury, MN  55125, (800) 800-2000.  Member FINRA, SIPC and Registered Investment Advisor.