Fee Levelization — Advisor Insights Study

Research Findings

Advisor research findings

Fee levelization insights study

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

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