Who Pays 401(k) Fees?



38% Participant via investment product fees
37% Plan sponsor

12%

Participant via direct charge
5% Participant via additional reduction to investment returns
4% Direct fees paid by both sponsor and participant
4% Other

Source: Investment Company Institute’s The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2006, www.ici.org .

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The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

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Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.