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Plan Fee Leveling Guidance

PEI’s fee education informs fiduciaries on the issues and best practices relating to the distribution of defined contribution 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