Let's Talk
Our Solutions

Retirement Plan Fee Negotiation

We benchmark plan fees and negotiate on your behalf to ensure your plan remains competitive and cost-efficient.
Let's TalkView All Solutions

What We Deliver

A simple process that lowers costs and keeps pricing in check.
Fee (k)ompression analysis to push costs as low as possible, and certify when the plan meets compressed-fee targets
Eliminate revenue sharing and use lower-cost investment options where available
Plan fee benchmarking and ongoing reviews with current providers to negotiate plan provider fees and reduce retirement plan costs
Fee (k)ompression analysis, removal of revenue sharing, and share-class reviews to keep expenses down
Meeting minutes and plan documentation stored in the Fiduciary Briefcase to keep every decision documented

How We Work With Your Plan

Our first move is to improve costs where the plan sits. If service gaps or pricing remain after negotiation, we’ll document the case for a change — timelines, blackout considerations, and participant communications — so committees can decide with a full picture.
Schedule a Call
Why It Matters
Lower, transparent pricing benefits both the sponsor and participants. Clear documentation shows how decisions were made, which helps during audits and committee transitions.

NAPA Top DC Advisor Teams

The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

NAPA Top Women of Excellence- MVP

NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

PLANADVISER Top Retirement Plan Advisers

The PLANADVISER Top Retirement Plan Advisers listing issued on March 21, 2025 for the 2025 year recognizes the top retirement plan advisers in the industry based on quantitative measures. Criteria to be listed requires advisers to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Numerous people were considered for this honor and 267 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.