Paul B. Zimmerman, Inc. Sales Proposal

Fees

Full Transparency The 401(k) fee disclosure rules bring clarity to the overall costs of a retirement plan and are designed to encourage plan sponsors to benchmark their plan with other solutions. It is important to know how your plan compares to others in the industry. We ensure full fee disclosure by:

• Outlining true costs • Complying with fee regulations • Comparing fees in a side-by-side analysis

• Providing an annual fee disclosure revealing fees in a transparent format • Educating participants on the impact of costs for their retirement account • Highlighting savings with a tiered asset schedule • Remaining unbiased by not accepting compensation from mutual fund companies

Click here for your complete analysis on plan design, investments, and fees.

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