Since different companies have different retirement plan fees, our administrative fees may be charged based on three different options:

Option One: Standard - You are billed quarterly and pay all fees. All plan expenses are tax-deductible for the corporation.

Option Two: Employer/Employee Share - You elect one half or the entire participant fee to be paid by the employees. A separate line item would be deducted from the participants' accounts for each quarter and shown as a fee on their quarterly statements.

Option Three: Fee Shifting - A portion or all of the fees can be converted into basis points that would be assessed monthly and removed from each active account on a monthly basis. This scenario provides that if you choose and your plan meets the mimimum required asset level, you would never receive a bill.