Survey on Investment Fund Expenses

The Survey on Investment Fund Expenses is a study for Group Retirement providers of internal operating expenses associated with Seg Funds used by their Group Retirement clients.

The Survey will assist participants in understanding of industry variations in:

  • Basis and methods of charges to Investment Funds
  • Average expense charges and exceptions for small funds
  • Charges to underlying funds
  • Fee disclosure practices to Plan Members


This page was last updated on January 4, 2011 by hz.
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