Viewing entries tagged
Activity-based

ACTIVITY-BASED PRICING: A Modern Approach to Retirement Plan Advice.

ACTIVITY-BASED PRICING: A Modern Approach to Retirement Plan Advice.

After an extensive review of retirement plan services, advice and fees, we arrived at a simple conclusion; it makes more sense to price our services based on what we do for our clients, the liability we assume, and the advice we give rather than an arbitrary percentage of plan assets. The result is what we call Activity-based Pricing.