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Provider Fee and Service Reviews

Wharton Hill Advisors > Provider Fee and Service Reviews

Fee Analysis and Benchmarking

 

Retirement Plan fees and services can be complex and challenging to understand. We make sure there are no hidden fees and that our client’s fees are reasonable for the services provided. When appropriate, we will also assist you in negotiating fee arrangements.

We will be an advocate for your plan and seek to manage any conflicts in our clients’ favor.

Available Services

  • Evaluate 408(b)(2) disclosures
  • Evaluate fees from other plan providers
  • Periodically assess fees for reasonableness
  • Help with RFPs and/or RFIs
  • Provide Transition Support
  • Act as Service Provider Liaison

 
 
 

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