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