Sentences with phrase «annuity wrap fees»

Instead, they force sponsors to pay at least a portion of their 401 (k) admin fees from plan assets by limiting plan investment options to funds that pay them hidden 401 (k) fees like revenue sharing and / or annuity wrap fees.

Not exact matches

The wrap fee does not include certain account and securities - related costs, including the fees embedded in the mutual funds, ETFs or annuities in which wrap fee accounts invest.

Remember, variable annuities are basically mutual funds with wrap fees added.

Wrap fees can turn a low cost mutual fund (like an index fund) into a very expensive variable annuity by adding 1 % or more to the mutual fund's expense ratio!

Finding wrap fees can be difficult — they're generally buried in an annuity contract between the sponsor and the insurance company.

Variable annuities (also called pooled separate accounts) are basically mutual funds that are owned by an insurance company and then «wrapped» in a thin layer of insurance — adding wrap fees (including sales commissions and surrender charges) in the process.