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How to Analyze your investment costs
How to Analyze your investment Costs
TGA Capital Management
Provides Plan Sponsors, Plan Participants and Individual Retiree’s with regulatory compliant, investment allocation / selection process as a strict fiduciary advisory.
The advisory can show you “How to Analyze Fees Associated with Retirement Income Solutions.”
Working with a fiduciary makes all the difference
Summary:
Selecting and monitoring of retirement income options likely relies upon the optional safe harbor from the SECURE Act of 2019, which requires consideration of fees and expenses associated with the retirement income solution.
Congress specifically said that fiduciaries are not required to select the lowest cost option.
In our review with you, we can identify particular investments costs, (some investment costs are egregious) and help you to understand the importance of selecting a fiduciaries that conducts due diligence and decipher the fees and expenses among solutions with both implicit and explicit fees in in-plan retirement, or individual retirement income solutions.
Keep in mind; many investors are also unaware of their investment costs associated with individual and trust accounts.
Learning Objectives:
During or review with you, by the end of the session, you can be assured, to be able to:
- Understand the requirements related to fee reasonableness for selection and monitoring of retirement income solutions.
- Identify implicit versus explicit fees in retirement income solutions.
- Determine how to conduct due diligence and compare implicit versus explicit fees in retirement income solutions.
- Develop a method to communicate to plan sponsors regarding the differences between fee structures.
- Be provided with an “individual Investment Policy statement,” that allows or disallows your retirement, individual, or trust accounts to be managed on a fiduciary manner.
Do you know your total investment costs?
It isn't investments that get tested, it's individual's
Key Observations..
Prices climbed 7.5 percent in January, the fastest inflation since 1982. Consumer Price Index data show that prices climbed over the past year more rapidly than economists expected. On a monthly basis, prices rose 0.6 percent.
A key inflation measure showed that prices are climbing at the fastest pace in 40 years and more quickly than economists had expected, the latest unpleasant surprise for the White House and Federal Reserve after a bruising year for American consumers. Consumer Price Index data for January, released Thursday, showed that prices have climbed 7.5 percent over the past year, more than the 7.2 percent projected in a Bloomberg survey. On a monthly basis, they picked up 0.6 percent.
That is rapid by historical standards, and although it is slower than the fastest monthly increases in 2021, it too was above economists’ expectations. The underlying details of the report showed that price pressures are broadening and moving into longer-lasting categories, a development that is likely to prove worrying for economic policymakers and painful for consumers.
To read more click below to download your February 2-22-2022 update.
Contact Us
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TGA Capital Management
25 Braintree Hill Office Park, Braintree, Massachusetts 02184, United States
Hours
Open today | 09:00 am – 05:00 pm |