PARTICIPATION LETTER
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If you're a participant in your company's retirement plan, it's crucial to understand the fees being taken out of your account. Write a letter to your employer now and use the included list of questions to uncover the nature and extent of these fees. Don't hesitate to secure your financial future. If contacting your employer feels daunting, start by sending the first four questions to your retirement plan provider. Act now by filling out the form below and ensure a comfortable retirement.
“The National Association of Financial Advisors (NAPFA) has long championed the importance of commission-free financial and investment advice. The media has recognized their contribution in exposing unethical practices fostered by commission-based compensation. Now, however, most stockbrokers and fee-only advisers (including NAPFA members) charge fees based on AUM. In terms of compensation the two types of advisers have become indistinguishable. As a pioneer and current member of NAPFA, I believe that advisers who charge AUM fees fall short of what should be expected of true fiduciaries.
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