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Transparent Pricing Combined with Investment Flexibility

RetireBetter believes in fee transparency and keeping costs down for our clients while still offering virtually any investment option available.

IRA Fees

Setup Fee
Annual Fee
Traditional/Roth IRA
$50.00
$75.00
SEP IRA
$50.00
$100.00
IRA Alternative Assets Option 1
Per alternative asset
$100.00
IRA Alternative Assets Option 2*
First $25,000
0.07%
Next $75,000
0.05%
Next $250,000
0.03%
Above $350,000
0.01%
*Minimum fee $250; maximum fee $1,550

Qualified Retirement Plan Fees

Setup Fee
Annual Base
Annual Participant
Individual 401(k)
$125.00
$150.00
N/A
Startup Corporate 401(k)
$500.00
$750.00
$20.00
$1M+ Corporate 401(k)
$500.00
$1,500.00
$30.00
Recordkeeping Fees
First $1M
0.20%
Next $2M
0.07%

Asset Over $3M
0.02%
Custodial Fees*
--
0.05%
*Custodial fees may vary based on provider selected.

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Common Questions

I am a Registered Rep and an IAR – can you work with both platforms?

Yes, RetireBetter can service clients at virtually any broker dealer as well as Registered Investment Advisory firms.

What custodians do you work with?

We work with most of the top custodians and help guide our clients to the best custodian based on their investment needs.

How is client billing handled?

RetireBetter wants to provide flexibility to our clients and can bill using asset-based fees or invoiced fees.

How is revenue sharing handled for qualified retirement plans?

RetireBetter return all revenue sharing collected from fund companies and credits it back to the plan upon receipt.

RetireBetter provides this Internet account access (“Account Portal”) as a convenience and service to you to obtain a succinct summary and breakdown of your investment account(s). RetireBetter’s role is limited to that of a recordkeeper, administrator, and financial technology platform and this summary and breakdown may not be comprehensive or up-to-date, and there is no undertaking as to the accuracy, completeness, timeliness or fitness for a particular purpose. RetireBetter does not provide investment advice or investment management services. You will have electronic access to your quarterly account Statements; if you notice any discrepancies, please notify RetireBetter. If you are working with an investment adviser, please reach out to your adviser for any questions about the portfolio itself. In situations where you have accessed this Web Site without the services of an investment adviser, then you are solely responsible for your investment decisions and, in no case, as stated above, does RetireBetter provide investment advice or investment management services.
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