Rocaton Investment Advisors announced the offering of its Rocaton Defined Contribution Fee and Expense Scorecard in a news release.
According to the announcement, the new product
provides an analytical framework for breaking down
expenses into their component parts by providing
information regarding total plan expenses, including
recordkeeping fees paid from all sources, revenue sharing
from investment options, and a comparison of individual
investment option expenses versus peers.
“Recent Department of Labor initiatives have sought to heighten disclosure of such fees and expenses, but not enough information is available to allow plan sponsors to understand the composition of these fees,” said David Katz, Partner of Rocaton Investment Advisors, in the news release. “Our new Scorecard puts this information at plan sponsors’ fingertips, allowing them to make more informed decisions.”
More information is at www.rocaton.com .