Fees for retirement plan consulting services are negotiable and can be structured as a flat annual fee, a percentage of assets, or a one-time service fee. The table shows fee ranges based on plan size. For example, for a plan between $0 and $1 million, the fee ranges from 0.1% to 1% or $500 to $10,000. The Plan Level Investment Selection 3(38) service incurs an additional 5 to 10 bps per year. Travel and material costs for employee education are charged separately.
8601 N Scottsdale Rd Ste 150, [Tl-Rbo], Scottsdale, AZ, 85253
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Learn about disclosures →Aaron is an Arizona Notary Public, notarizing documents. This activity is not investment-related and takes about a quarter of his time.