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New fee disclosure requirements under DOL section 408(b)(2) legislation require defined contribution plan providers to disclose all fees. Many fee structures have been hidden and are complex to understand. The plan sponsor’s fiduciary responsibility is to ensure that fees are reasonable.
We assist plan sponsors to recapture fees through an ERISA budget account that can be used for additional plan services.
Total fee transparency enables the plan sponsor to enhance plan services, negotiate more competitive and reasonable fees. We benchmark your plan expenses against a universe of similar plans and identify areas for improvement. We assist plan sponsors in negotiating service provider fees.

Fee transparency benefits plan sponsors by comparing their plan fees to the industry averages and similar plans. We identify total fund fees, expense ratios, wrap fees, 12b-1, and revenue sharing arrangements and the services covered for those fees.

We provide a summary of all asset-based fees and fixed fees, both direct and indirect expenses. We identify all of the providers paid by the plan fees for their services and additional funds available to the plan for additional services. Our fee analysis is summarized in a matrix which highlights the underlying costs of the plan.
Understanding Retirement Plan Fees and Expenses

Understanding Fees
Fee Disclosure Practices Defined Contribution Fee Disclosure Best Practices

The Committee on Investment of Employee Benefit Assets (CIEBA) is the voice of the Association for Financial Professionals (AFP) on employee benefit plan asset management and investment issues. This fee disclosure primer is intended to provide a framework for plan sponsors to use as they evaluate the ways to disclose fees to participants in defined contribution plans.
 
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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