Plan Expense Analysis and Management

Newton One Advisors will work with you to identify your plan’s total expenses. We have always believed in fee transparency and it has never been more important than it is now. An expense analysis of your retirement plan may identify opportunities for cost reduction and enhanced services from your current service providers. Many plan expenses are netted against participant accounts which make comparisons among providers difficult. Newton One has the expertise to determine the hidden costs and make a fair comparison of providers.

Some of the hidden fees in retirement plans include:

Revenue Sharing Agreements
12b-1 Fees
Sub-transfer Agent Fees
Variable Annuity Wrap Fees
Investment Management Fees
SEC Rule 28(e) Soft Dollars

As a Plan Sponsor, you have the fiduciary responsibility to review and document the “reasonableness” of plan expenses.

Securities offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
Advisory Services offered through M Holdings Securities, Inc. and/or Newton One Advisors.
Newton One Advisors is independently owned and operated.

131 Continental Drive, Suite 206 (map)
Newark, DE 19713

Phone: 302.731.1326
Fax: 302.455.9089

Securities products may be sold in the following states: AZ, CA, CO, DC, DE, FL, GA,
ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.