Understanding Plan Fees and the Power of 1%

Posted on by Jerome.Pfeffer

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These costs may add up:
Even a 1% increase in fees can amount to a difference of thousands of dollars!

Example of a Highly Compensated Employee (HCE)
Example of a Non-Highly Compensated Employee (NHCE)

Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA / SIPC.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. This material was prepared for Jerome Pfeffer’s use.

1 Aon Hewitt. “How 403(b) Plans are Wasting Nearly $10 Billion Annually, and What Can Be Done to Fix It.” Jan. 2016