Fees

Fees

Our fee schedule is flexible and customized to each plan. Part of our service is to review and help negotiate fees with other service providers along the way. As your plan grows, we will proactively review fees, including our own, to ensure they are fair and appropriate. Our pricing is based on several factors, including the amount of time and resources needed to service your plan. Other factors include the amount of assets in the plan, number of participants, frequency of education/enrollment meetings, and overall support needed by plan administrators. Our fees can be paid by the assets in the plan, via invoice to the employer, or some combination of the two.