A Summary of Fees from The Standard

Courtesy of the BenefitsLink Newsletter, here is a good summary of fee types and effects from The Standard.

http://www.standard.com/pensions/publications/rp-13438_fees_guide.pdf

And a reminder. If you are interested in technical issues for retirement plans, subscribe to BenefitsLink. Their newsletter is definitive.

Then, when you see a BenefitsLink source with consistent quality coverage in your area, see if you can subscribe to it.

I am particularly looking forward to the deluge of coverage when the final 403(b) regulations come out. The best way to come to an understanding of them will be (1) download and read the regulations front to back, including the preamble, before you read anything else, (2) read everything you can get, remembering that everybody has an axe to grind, (2) keep doing that for two to four weeks, (3) keep notes of open issues or ones you don't understand yet (e.g., Dewey, Cheatham & Howe law firm says you can do this, but doesn't say how), and (4) resolve your open issues by looking back and formulating your best answer. Last, feel free to send me your questions at any time, to geertom@gmail.com.