Fees & Expenses

Understand the costs of your employee retirement plan with clear, AUM-based advisory fees and no hidden charges. Compare provider platform costs and get transparent pricing built for business growth.

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Features
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401(k) Plan

  • Best for: 1โ€“1000+ employees
  • Highlights: High deferrals, employer match, profit sharing, Roth, loans

Highly flexible; Safe Harbor can simplify testing.

Solo 401(k)

  • Best for: Owner-only (spouse OK)
  • Highlights: Employee + employer buckets; Roth option

Top choice to maximize deferrals with no common-law employees.

SEP IRA

  • Best for: Owner-only or small teams
  • Highlights: Employer-only contributions; very low admin

All eligible employees receive the same % of pay.

SIMPLE IRA

  • Best for: โ‰ค100 employees
  • Highlights: Employer match or nonelective; minimal compliance

Lower limits than 401(k), but easy/inexpensive administration.

Defined Benefit Plan

  • Best for: High, stable income
  • Highlights: Very large deductible contributions; promised benefit formula

Actuarial funding with required contributions; pairs well with 401(k)/PS.

Cash Balance Plan

  • Best for: Profitable firms seeking larger deductions
  • Highlights: Hybrid DB with pay/interest credits; often paired with 401(k)

Age-weighted allocations can favor principals.

Why Our Fee Model Benefits You

Our fee structure is transparent and simple, based on the assets under our ongoing management. Below, youโ€™ll see how our approach compares to standard custodian offerings:

  • Aligned Interests: You never pay more unless your plan assets growโ€”so weโ€™re incentivized to help your plan succeed.
  • No Hidden Costs: You avoid proprietary fund markups or unnecessary service charges.
  • Scalable Structure: As your business and plan grow, our fees decrease proportionally, enhancing cost-efficiency.
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Learn more by calling 800.832.8514 or emailing account-services@globaladvisers.com.

Our transparent pricing is built to grow with you.

Letโ€™s review how it aligns with your business goals.

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