There’s a lot of buzz around equalizing or levelizing retirement plan administrative fees. To better understand the landscape, we asked financial advisors how they use fee levelization.
This study highlights1:
- How are advisors using fee levelization
- Biggest challenges advisors face when speaking to plan sponsors about fee levelization
- Frequency of fee levelization conversations with clients.
- Number of plan sponsors expected to adopt fee levelization within the next year
- Biggest drivers are for plan sponsors to move to fee levelization
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1. The Fee Levelization — Advisor Insights Study, July 2017