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Fiduciary Developments, Plan Fees and Vendor Searches

Mazursky Constantine LLC

May 21, 2014
Recorded Online

This seminar will provide an overview of (i) recent developments in fiduciary responsibilities as they relate to fees paid from plan assets (including revenue sharing generated by investment funds), and (ii) steps that fiduciaries may take to satisfy these responsibilities and minimize exposure for legal claims.

Topics will include:

  • Court rulings in participant lawsuits over excessive plan fees;
  • Analyzing and disclosing fees paid by plan assets;
  • The advantages of periodically reviewing service providers; and
  • Methodologies for performing recordkeeper and investment advisor searches.

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