Log in

Does Size Matter?

Adam C. Pozek 02/22/11

After my weekend post on "easy" plans not being so easy, I happened across this post by Ary Rosenbaum.  It is a variation on the theme and focuses more on the size of the plan rather than its design complexity.  The conclusion...size often matters when it comes to the quality of service.  Small plans (often viewed by many as being synonymous with "easy" plans) often encounter more compliance issues simply because they are not receiving the level of expert attention as larger plans.  They also tend to view their plans as being less expensive, because they are not aware of the various undisclosed costs being charged against plan assets.

Topics: 401(k) Plan, Qualified Plan, Retirement Plan, DWC


See all

The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.