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Ann Schleck & Co.
Fee Benchmarker® Advisor Fee Almanac Sixth Edition (Print)
The Fee Benchmarker® Advisor Fee Almanac is a convenient reference guide containing the most current retirement advisory fee and service benchmarking information available.
Price: $300.00

Detailed Description

The Fee Benchmarker® Advisor Fee Almanac produced by Fi360 and powered by research from Ann Schleck & Co., an Fi360 company, is a convenient reference guide containing the most current retirement advisory fee and service benchmarking information available.

After purchase, you will receive a confirmation email from which you will be prompted to download the Advisor Fee Almanac. For the best user experience, Android users should first download the Kobo eBooks app.

If you prefer, a mobile friendly version of the Advisor Fee Almanac is available for purchase.
Fiduciaries need to understand and ensure reasonableness of all fees paid by the plan. Benchmarking your advisory fees and services using an independent and trusted source can help you meet your fiduciary obligation. It's also an important part of understanding the competitive landscape of fees and communicating the value of your services to clients and prospects. Why benchmark your plan’s advisory fees?

Comparing fees and services together gives a complete picture of the value you are providing;
  • Using an outside, independent firm means that benchmarking results are objective, credible and free of any conflicts of interest
  • You can compare your retirement plan fees to similar size plans
  • Benchmarking is a time- and cost-effective way to evaluate plans
  • Regularly benchmarking plans can demonstrate due diligence in case of an audit or DOL investigation
  • Gain strong and appropriate documentation for a plan’s fiduciary file
  • You are armed with knowledge you might otherwise not have in order to meet the fiduciary standard of acting with skill, care, prudence and diligence
Stats you should know:
  • 75% of companies stated “Fees “ as the top priority when considering a new employee investment service provider1
  • 38% of companies stated new fee disclosure rules have caused their organization to consider or conduct fee benchmarking analysis outside of their normal review process1
  • $599.7 million was recovered by EBSA in 2014 for ERISA violations2
1Trends in 401(k) Plans and Retirement Rewards, WorldatWork & the American Benefits Institute
2www.dol.gov/ebsa/publications/fiduciaryresponsibility.html

Why use the Fee Almanac?
The Advisor Fee Almanac Print Edition - is a printed book that will be shipped to you. It is an important, at your fingertips reference guide, detailing fee and service information for more than 37 plan sizes ranging from $250,000 to $650M in assets. It also contains information about retirement industry advisor fee and service trends.

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