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Category: Uncategorized

22 Jan 2016

Press, Uncategorized

Awareness of Fee Levelization Is on the Rise

Chad Parks, CEO + Founder at¬†Ubiquity Retirement + Savings, talks fee levelization with¬†PLANADVISER‘s Managing Editor Lee Barney. Plans without any revenue sharing fees typically rely on one of two methods for charging participants for plan administrative costs, says Parks. They either charge a fee per participant or a fee as a percentage of assets, he…

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10 Apr 2013

Uncategorized

Do you have confidence in your retirement plans?

Okay, I’ll admit it, I like to collect things. At some point in my childhood I started collecting watches, and while most of them are in need of a new battery, I do enjoy looking at my watch collection. I have fond memories of either the person who gave a watch to me or from…

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9 Apr 2013

Uncategorized

Willis Report: Don’t Be Lead Astray from your 401(k)

I was invited back to the Willis Report last week, this time to discuss the aggressive and misleading tactics some companies are using to convince savers to “roll-over” their 401(k). A recent GAO report stated that overly complex and inefficient processes of rolling funds from one 401(k) to another have created an environment in which…

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