You’re providing outstanding service for a reasonable fee, but how can you prove it to your clients?
As service providers in this industry, you are uniquely affected by ERISA fee disclosure regulations. Not only must you comply with the regulations, you must also serve as the trusted expert on behalf of your clients.
Show yourself as a solution and avoid unnecessary RFPs by outsourcing fee reasonableness testing to an independent third-party backed by the Centre For Fiduciary Excellence.
By facilitating a Service Provider Disclosure Review for your clients, you are not only demonstrating your fee “reasonableness,” you are also reinforcing your role as trusted expert in the eyes of your clients.
Learn more about the CEFEX Service Provider Disclosure Review here.
Increase your client retention rate by reinforcing fee reasonableness.