Group Retirement

Group Retirement Pension Plans with Lower Fees

The pension and retirement planning landscape has changed dramatically over the past few years. When examining our involvement in developing group benefit plans, we discovered that many businesses are unaware of their pension plan performance, as well as how little their employees understand financial preparation for retirement.

Are money managers’ fees fair?

Most pension plan sponsors–especially companies with established plans–have an understanding that investing fees are high. However, many don’t recognize which high-priced investments inhibit positive portfolio growth. In most cases, once a plan is established their advisors become inattentive and fail to monitor performance.

A poor performance of funds can seriously hurt your members’ ability to save properly for their retirement. Here is an actual case we observed:

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A poor performance of funds can seriously hurt your members' ability to save properly for their retirement.

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