Mutual Fund Review and Expense Analysis

PlanPerfect conducts a comprehensive review of all expenses associated with your 401(k) profit sharing plan. We uncover all direct and indirect fees paid by the plan. Examples of these fees include:

• Mutual fund fees (12b-1 Fees, Shareholder Servicing Fees and Sub T-A Fees) [what are these fees?]
• Group Annuity Wrap fees
• Asset Management Charges
• Float (earnings retained by a service provider)

Mutual fund fees, also known as expense credits, can be redirected back to the plan to help reduce administration costs.

After reviewing your plan, we will propose a more efficient platform to:

• Reduce administration fees (read more)
• Lower investment expenses
• Increase investment returns

As an independent specialty firm, PlanPerfect has no affiliations with any investment management or mutual fund company. As such, our recommendations are objective and transparent, guided solely by the financial interests of your company and its employees.