PLAN FEES REPORT REQUEST

EMPLOYER PLAN CONSULTING
employerplans@osaic.com

Your Info

First and Last Name *

Wealth Management Firm Affiliation *

Email *

Plan Fees Report Request

Plan/Client Name *

Plan Type *

Number of Participants *

TPA *

Plan Assets in $ *

Recordkeeper

Weighted Investment Fees % (example: 0.25%) *

Recordkeeping Fees (example: 0.50% or $1000.00) *

TPA/Administration Fees (example: 0.50% or $1000.00) *

Advisor Fees (example: 0.50% or $1000.00) *

*

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PLAN FEES REPORT REQUESTEMPLOYER PLAN CONSULTINGemployerplans@osaic.com