Our fixed-dollar approach to plan pricing is designed to be low-cost and transparent and to provide better overall value. Our investment and recordkeeping pricing can help you win and retain plans on the basis of our low all-in plan cost.
We also offer a variety of compensation options for fee-based and commission-based financial professionals and TPAs. Recapture accounts for financial professional and TPA compensation are available for share classes R-2, R-2E, R-3 and R-4.
With a fixed-dollar approach to plan pricing, plan assets — depending on the share class — generate a plan credit that can offset plan expenses. Over time, net plan expenses, as a percentage of assets, will decrease as assets grow.
Step 1: Determine the annual recordkeeping fees based on the number of plan participants.
Step 2: Choose a share class depending on (1) how the plan sponsor wishes to pay for the recordkeeping fees (with or without expense ratio revenue generated by plan credits) and (2) what level of compensation is necessary to meet the plan’s service requirements.
With PlanPremier you can develop a diversified menu intended to improve retirement outcomes.
The true test of any long-term retirement plan solution is the level of service and support the provider offers to you, as the plan financial professional, your plan sponsor clients and their plan’s participants.
The PlanPremier online experience makes it easier for plan sponsors to manage their plans and for participants to prepare for their future; for a compelling overview, watch or share this video.
Help improve participant outcomes with enrollment and education support
For help selecting and monitoring investments, sponsors can use a fiduciary services provider of their choice; in addition to others, we facilitate access to services from Wilshire Advisors, LLC (Wilshire®)§§.