The Hidden Fee Manifesto

Reveal the Truth Behind Your 401(k) Fees!

The Hidden Fee Manifesto:
Exposing Some of the Biggest Secrets of the 401(k) Industry

Plan Sponsors: Worried your company's 401(k) plan has hidden fees?

It was recently found that 75% of small business plans contain concealed charges.

This is one of the leading factors associated with the recent surge in 401(k) lawsuits.

We developed this definitive guide with plan sponsors and participants in mind. 

Protect yourself from potential fiduciary liability and your participants from eroding returns.

In this guide, you will learn:

• How fees are hidden throughout 401(k) plans

• Why hidden fees are a problem for plan sponsors and participants

• How to identify hidden fees in your plan and remove them for good

Plan Sponsors: Worried your company's 401(k) plan has hidden fees?

If not, you should be! It was recently found that 75% of small business plans contain these concealed charges. And they have been one of the leading factors associated with the recent surge in 401(k) lawsuits.

We developed this definitive guide with plan sponsors and participants in mind. 

Protect yourself from potential fiduciary liability and your participants from eroding returns.

Download The Hidden Fee Manifesto and arm yourself with insider knowledge like:

• How fees are hidden throughout 401(k) plans

• Why hidden fees are a problem for plan sponsors and participants

• How to identify hidden fees in your plan and remove them for good!

Listen to our feature on the Dawn Stensland Show:

Aired Live on 1210 Radio WPHT - 11/22/2023 | 10:30am EST

Brian Menickella of Beacon Financial joins Dawn to expand on the deception of Retirement services, and the schemes to get your money in retirement years.

As co-founder and managing partner of The Beacon Group of Companies, Brian Menickella has over thirty five years in the financial services industry. His core competence is in Corporate Retirement Plans and Wealth Management. Brian is widely known in the retirement plan marketplace and is a contributor for Forbes Magazine. He has also appeared in publications such as The Wall Street Journal, US News & World Reports and Philadelphia Inquirer. He is also a multiple recipient of the "Five Star" wealth manager award as seen in Philadelphia Magazine. Along with his wealth management practice Brian also works closely with professional baseball and football players, helping them with money management.

Also featured in:

PLANADVISER - Why Small 401(k) Plans Should Remain Wary of Hidden Fees

Unchecked hidden fees in small business 401(k) plans continue to be an issue despite regulation, litigation and advancements in plan design leading to years of fee compression, according to a recent white paper by the Wayne, PA advisory firm Beacon Financial Services...[read more]

Reveal The Truth Behind 401(k) Fees

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Beacon Financial Services is not affiliated with Kestra IS or Kestra AS. Beacon Financial Services does not provide legal or tax advice.

Centre for Fiduciary Excellence, LCC is not affiliated with Kestra Investment Services. Additional information regarding certification standards available at www.cefex.org. The NAPA Top DC Advisor Teams award winners are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice.

For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures

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