Calculating Your 401(k) Plan’s “True” Cost
Download the Retirement Plan Cost Guide
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Retirement Plan Cost Guide
As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable. This is because 86% of plan fees are paid by plan participants.1 But how can you get a clear picture of plan costs and understand if the fees you and your plan participants are paying are reasonable?
Get the Retirement Plan Cost Guide to learn:
An Explanation of Common Plan Fees and Fee Types
How to Calculate Exactly What You’re Paying
How to Tell if Your Fees are Reasonable for Services Provided
Independently Recognized Retirement Plan Advisor
CEFEX® Certification
Centre for Fiduciary Excellence
2026
Top DC Advisor Team
NAPA
2025
Centre for Fiduciary Excellence (CEFEX). Fisher\SMB pays an annual assessment fee to be eligible for consideration. This certification was received on November 23, 2025, and is based on data from November 23, 2024–November 23, 2025.
National Association of Plan Advisors (NAPA). Fisher\SMB pays an annual membership fee to be eligible for consideration. This award was received on March 24, 2026, and is based on data from December 31, 2024–December 31, 2025.