It helps advisers and sponsors understand, evaluate and monitor fees and expenses associated with retirement plans, as well as review investment options.
“The sixth module in our PlanForward series offers multiple tools and resources to help retirement plan financial advisers better understand plan fees and expenses, a compelling attribute given recent regulatory developments,” said Terry Kelly, national sales manager in the retirement division of AIM Distributors.
The first five modules covered managing fiduciary liability, educating participants and conducting plan reviews.