Request a 401(k) Fee Comparison

We’ll analyze your plan to uncover hidden fees, show you how much you’re actually paying, and provide suggestions to lower your costs

Step One: Choose Your Provider

Choose your provider from the dropdown for specific instructions on which documents you need and where to get them.

  • Choose Your Provider

Step Two: Locate the Documents Below

408(b)(2) Fee Disclosure

American Funds Participant Fee Disclosure

The Department of Labor requires your provider to furnish a document upon request that discloses all the fees your plan is paying. These documents can often be found in your provider’s employer website, but the easiest way to obtain it may be to simply call your customer service rep and ask for it.

American Funds Participant Fee Disclosure

Statement of Assets Report

Ascensus Statement of Assets

This is a spreadsheet or document that shows the total amount of money invested in each fund for your company’s entire plan. Since the 408(b)(2) only discloses fees as percentages, we’ll need this to calculate exactly how much you’re paying your provider.

This report can be found in your provider’s employer website.

Ascensus Statement of Assets

TPA Services Agreement or Invoice

TPA Invoice

Your provider may not deliver third-party administration (TPA) services – one of the three administration services every 401(k) plan requires – for your plan. In these cases, an unrelated (usually local) TPA delivers these services. If you’re using an outside TPA who is billing you directly, we’ll need to factor their pricing into your fee calculation.

Please provide us with their service agreement or one of their invoices so we can factor in their fees.

TPA Invoice

Step Three: Submit Your Documents and
Get Your Free Fee Comparison