Adviser Fee Benchamrking

Retirement Plan Benchamarking Study

Do you know how much your retirement plan really "costs"? Do you know how much your retirement adviser is charging to advise on your plans? Have you ever wondered if your adviser is making more money than they are disclosing to you? Do you want to know if your adviser's fees are in line with the current market rate? Has your plan grown in size over the last few years?

If the answer to any of these questions is YES, it is time to benchmark the fees of your plan. Your plan's adviser should be doing this annually for you already, but if they are not or you are worried the numbers are not correct, Kaye Capital is now offering a free fee benchmarking report. 

Please fill in the below questions; if there are any you don't know the answer to just leave them blank. We will be in contact with you within 72 hours with your free report.  

Name *
Does Your Adviser Act as Fiduciary to the Plan
Does Your Adviser Provide Participant Level Education?