Fee Disclosure
Does Your Plan Deliver?
At CBC, we believe that all plan sponsors should demand full fee disclosure from all of their service providers.
As part of their fiduciary responsibilities, plan sponsors must understand all aspects of plan fees and expenses.
Plan sponsors are required to understand not only the amount of the fee, but also who is receiving the fee, who is paying the fee, and whether the fee is reasonable based on the services being provided. Depending on the service provider, hidden fees can sometimes make it difficult to ascertain total plan fees.
Industry Experts
CBC's executive team has a combined experience exceeding 100 years in the Qualified and Non-Qualified Plan market.