Employers: Understanding Retirement Plan Fees

ACLI GUIDE

Under new Labor Department rules, employers now receive more detailed information about the fees and expenses associated with their retirement plans. ACLI developed a guide to help employers understand the requirements and better compare the fees charged by different service providers.

Download the guide (PDF).

Publications and Resources

401(k) Fee Disclosure Form. ACLI, working with the American Bankers Association and the Investment Company Institute, developed a 401(k) Fee Disclosure Form designed to assist companies in making informed cost-benefit decisions when selecting 401(k) service providers.

Boost Retirement Savings with Tax Refund. Before spending your refund, consider what it might be worth if invested for the future. By our calculations, $2,825 -- the average tax refund from the IRS -- could more than double in 30 years. Today's refund can help you reach a comfortable and financially secure tomorrow.