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Plan Fee Assessment (Unbundled DB Plans)

PEI’s plan fee assessment for unbundled DB plans is completed by an expert team with proven experience in the discovery and review of plan fees. The proper knowledge and awareness of the fees associated with the plan is necessary for a prudent process. Such a documented process fulfills a fiduciary obligation.

Our difference is demonstrated in how we:

  • Have a long history of plan fee assessment projects, years before regulations and industry news have drawn attention to it

 For DC and bundled DB plans please see our service offering, Plan Fee Benchmarking.