We keep them straightforward so our value is clear
New (Start-Up) Plans
$500
Existing (Conversion) Plans
$1,000
Base Fee
$1,500
Custody Fee
0.08%
of plan assets
New (Start-Up) Plans
$250
Existing (Conversion) Plans
$500
Base Fee
$500
Custody Fee
0.08%
of plan assets
Complete this form to receive a low-cost retirement plan proposal from Employee Fiduciary.