Articles for: Fees
IRS Clarifies User Fee Exemption For Favorable Determination Letters
When a plan files for a favorable determination letter (FDL) with the Internal Revenue Service (IRS), there is a user fee that the IRS charges to the plan for the [...]
Key words: Fees,IRS
How do some retirement plan vendors offer ‘free’ programs where others charge an explicit fee?
Plan sponsors often encounter this common question while reviewing vendors during the request for proposal (RFP) process. To get the most accurate fee comparison between vendors, it’s best to analyze [...]
Key words: Defined Benefit,Fees,Pension