If You Are Like Most Business Owners
Or plan administrators, you aren’t sure exactly what you are paying for your retirement plan. The typical retirement plan contains costly mutual fund options, hidden fees, and commissions that cost you up to 20% of your savings. How so?
This chart compares a plan charging 2% (blue line) annually versus 1% (green line)
assuming a starting balance of $50,000 at 8% annualized returns. Over 20 years, the
extra 1% costs investors 20% of their return. This 20% cost over the savings lifetime
can take away 10 years of retirement spending for you.
Want to understand your true costs?
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Costs
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