E-Mail this Article

What a fee policy statement really needs

Feb 28, 2014 @ 10:44 am

There's a new offering that some retirement plan advisers are adding to their businesses to set them apart from the competition: a fee policy statement.

A fee policy statement details who is paying what in each plan. But advisers should look out — both retirement plan committees and fiduciaries need to know exactly what goes into a fee policy statement to make sure they are not at risk of a regulatory breach. Here InvestmentNews series/features editor Christina Nelson talks with reporter Darla Mercado about her story. Read more on this and other topics in the Retirement Plan Adviser Special Report.

The information entered on this page will not be used to send unsolicited e-mail, and will not be sold to a 3rd party.

REMINDER: This service is for personal use only. For commercial reprints, Web links and e-mailings please contact our Reprint Sales Manager at (732) 723-0569.


Subscribe and SAVE over 72%

View our best offer
Subscribe to Print