In this article, we unravel the mysteries of investment products offered through an insurance company’s General Account by explaining what these investment products are, how they operate, and how they may impact recordkeeping fees when included in a retirement plan’s investment offerings. Since a General Account solution can play a significant role in a retirement plan, it is important for plan sponsors, advisors, and other fiduciaries to understand this option when they are making investment selections for a retirement plan.

Click here to download the full NAGDCA Fees Guide.

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  • June 18, 2024 Create Date
  • June 18, 2024 Last Updated
Fees Guide: General Accounts and Their Impacts on Defined Contribution Retirement Plan Fees – A Comprehensive Guide