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Fees

Transparency

Transparency

Fees play an important role in 401(k) plans. Plan sponsors are duty-bound to monitor and benchmark investment selections for fees, performance and appropriateness for plan participants. Plan sponsors hold the responsibility to know the answer to two key questions.

benchmarking

Benchmarking

A primary element of fulfilling the fiduciary duty of the advisor is to provide a robust and straightforward performance monitoring program. IFA’s proprietary Quarterly Performance Monitoring system provides fund performance data for the particular investments in the plan as well as performance of relevant benchmarks.

fee proposal

Fee Proposal

An IFA 401(k) offers a fully transparent suite of services for a reasonable fee. How does an IFA 401(k) stack up for your business? Let IFA show you a comprehensive preliminary fee proposal based on just a few simple questions.