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Rosemeyer Management Group

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Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

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  1. Home
  2. Retirement Plan Services
  3. Fee Analysis

Fee Analysis

Inordinate plan costs can result in liability issues, disgruntled employees and reduced retirement benefits for both employees and plan sponsors. As a 401(k) Plan Sponsor, when is the last time that you benchmarked your 401(k) fees? Are your fees appropriate for the size of your plan and the level of service that you are receiving? Do you know what your total all-in plans costs truly are?

Do you quantify on an annual basis:

  • Administration costs
  • Recording-keeping costs
  • Custodial costs
  • Investment advisory costs
  • Plan investment costs

If you are unaware of any of the above related costs, allow Rosemeyer Management Group to provide you with a free fee analysis of your plan.

Retirement Plan Services

  • Investment Advisory
  • Fee Analysis
  • Liability Awareness
  • Employee Education
  • Cash Balance Plan

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Office Locations

Platteville

662 Hwy 151 E
Platteville, WI
53818 United States

Dubuque

2728 Asbury Rd, Suite 160,
Springs Bldg, Dubuque,
IA 52001

Sterling

2002 E. 5th St. Suite C,
Sterling,
IL 61081

  •  Tel: 608-348-2274
  •  info@rosemeyermg.com
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Investment Advisory Services offered through RMG Wealth Management, LLC
Securities Offered through Harbor Investments, Inc licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX and WI

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