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35 Braintree Hill Office Park, Suite 201, Braintree, MA 02184

(617) 742-1000
daniel.obrien@ceterafs.com
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Cost Analysis

Explore Ways to Help You Manage Business and Employee Benefit Costs

Regulators are vigilant about your responsibilities as a fiduciary with oversight of your employees’ retirement savings. Annual fee disclosure regulations require that you actively determine whether the fees your employees pay for investments and plan services are reasonable. Do you have a compliance process in place, not only to protect your employees, but also to protect yourself? We assist plan sponsors by providing information and analytical support designed to help them better understand plan fees, expenses, and available cost structures. 

Investment

Investment

Our objective would be to make plan expenses full disclosure and transparent. We prefer to operate in a fiduciary environment as Investment Advisor Representatives.

Retirement Resources

We've collected a handful of useful articles, calculators, and videos that may be helpful as you consider the steps and decisions involved in offering retirement benefits to your employees.

Visit the Resource Center

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