Plan Sponsors

Making sense of participant fee fairness

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What is participant fee fairness and how does it affect my plan and employees? The following resources can help answer these questions and provide you with the knowledge to choose the fairest and most effective fee structure for your plan.

Assessing fee fairness: Characteristics of an effective plan fee structure
TIAA Institute’s four-part framework allows you to evaluate the effectiveness and fairness of your retirement plan’s fee structure.

Fair and reasonable: Evaluating your fee practices (PDF)
Checklist to help guide the review of your plan’s fee practices and determine if fees are equitably assessed across your participants.

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