Disclosures

Transparency
1. “…the full, accurate and timely disclosure of information…”
2. “…a situation where nothing is hidden…”

At Creative, we disclose all fees and obligations up front and in writing. While fees are not the only determinate of performance, they certainly have a major impact. As a plan sponsor, you have a duty to understand the fees your employees are paying in your 401(k) plan. At Creative, we break down all the fees in your current plan, including fund fees, administrative fees, and advisor fees, and compare them to the marketplace.

Call today for a no charge consultation, and one of our advisors will compare all of the fees in your plan to the rates available in the market for your type of plan.

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