jreinhardt

One of my clients is looking for a speaker who can educate their employees on student loans, how to pay them off, etc. Note - they are NOT looking for a service that they pay for - just education. Anyone have a speaker they would recommend? Austin, TX area is where they are located, although, I suppose a web-based education could be possible.

We have risk based allocation models in our plans. These funds that are included in the models are also fund options in the plan. I'm attaching an example of what I mean. When we publish past performance, we show the performance of both the individual funds in the plan and the models net of mutual fund fees. Some of our plans charge some fees to the plan. All fees are disclosed in the 404(a)(5) notice to participants. 1. For the models, is it required to show fees charged to the plan and allocated across the trust? How would that possibly be done? 2. Does ERISA have an issue with reporting back tested data? i.e. past performance Example.xlsx