Make PEPs a Part of Your Retirement Plan Practice
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Best Practices for Pricing Retirement Plan Services
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Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.
EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist
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Understanding and Navigating Retirement Plan Pricing
April 28, 2025
Retirement plan pricing remains a nuanced and often complex topic. But for plan sponsors, understanding how fees work is essential to making informed decisions—and for financial advisors, it’s critical to help them navigate this process. The ultimate goal? To maximize participant outcomes and ensure fees don’t unnecessarily erode retirement savings.