LinkedIn Twitter Facebook Youtube Vimeo Get Our Newsletter

Plan Fee Education

PEI’s fee education informs fiduciaries on the issues and best practices relating to the distribution of defined contribution (DC) plan fees across the plan participants and/or plan sponsor. Knowledge of the many different and evolving payment options enables fiduciaries to make informed decisions, thereby fulfilling a fiduciary duty.

Our difference is demonstrated in how we:

  • Educate plan sponsors on the many variables to consider when evaluating the DC plan fee options

  • Advise plan fiduciaries on a holistic view on fee distribution options