Survey on Pension Fund Expenses

Download the Questionnaire.

Fraser Group is introducing this survey to assist sponsors of registered pension plans interested in knowing if their plan operating costs are reasonable.

The survey will provide sponsors of registered pension plans with a solid benchmark to support the goal of effective plan governance.

The report will be segmented by asset size and plan type. Expense categories in the survey include:

Consulting Fees
Investment Management
Plan Administration
Legal/Audit

The target date for your electronic report and customized analysis is October 1, 2010.

The fee to participate in this survey and to receive a customized report benchmarking your costs against comparable plans will be $500 (plus GST/HST).

You will be invoiced upon delivery of your report.

Send the completed questionnaire by email to ken.fraser@frasergroup.com.

Please submit by August 31, 2010.

Download the Questionnaire.

Download the Survey on Pension Fund Expenses Information Sheet here.