Retirement Plan Fees Continue Declining

October 2005
Journal of Financial Planning;Oct2005, Vol. 18 Issue 10, p22
Academic Journal
This article considers the claim of a study by Invesmart Inc. that retirement plan fees continues to decline as of October 2005. According to the researcher, retirement plan participants is now paying 58 basis points annually, which is a reasonable standard for the investment management fees. Invesmart examined retirement plan fees for a wide range of conservative to aggressive portfolios. The investment management fees were calculated by netting from the fund expense ratio the revenue sharing for service and marketing available in the funds in the form of finder's fees, 12b-1 fees, concessions, shareholder servicing and reimbursements.


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