What Are Your Fee Factors - And Have They Changed?

As we head to the close of the year, with the fiduciary rule (some of it anyway), behind us, and tax reform just ahead – it seems a good time to find look at the prospects for 2018 fees, and what factor(s) may be having an impact.

Fees are, of course, always a topic of interest – and there have certainly been a lot of new factors to consider in planning for the year ahead.  

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1. Which factor(s) do you consider in setting your fees (check all that apply)?

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2. Which factor is the PRIMARY factor in setting your fees?

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3. Generally speaking, have your fees gone up, down, or remained unchanged since the Fiduciary rule?

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4. Is that a result of (check all that apply):

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5. What is the PRIMARY reason/factor?

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6. Generally speaking, will your fees increase in 2018?

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7. If so, why?

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8. Any other comments about fees, the factors in establishing fees, factors in changing fees, or the process of setting fees, or life in general?

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9. What is your role working with retirement plans?

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10. What size plans do you PRIMARILY work with?

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11. Suggestions for future survey questions?

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12. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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