Our Fees
Our 401(k) qualified retirement plan advisory engagements typically begin with a complimentary assessment to review the investment menu available to plan participants and identify any potential ERISA compliance issues which may exist. This process usually involves a few meetings and/or telephone conferences with the employer, an analysis of plan documents and disclosures, and development of specific cost and service alternatives.
If Titanium Advisors is subsequently engaged to serve as the Financial Advisor to the 401(k) retirement plan, we charge the following fees: