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Cost Considerations

It's good to have an understanding of all the costs that could be involved in setting up a plan. Costs will vary based on the type of plan you select, and not all listed below will be included. 

  • Explicit costs
  • Funding
  • Recordkeeping and plan administration
  • Trustee/custodian fees
  • Consulting services
  • “Imbedded” costs
  • Investment-related fees/expenses
  • Human resources