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Defined Contribution Recordkeeping Fee Models & Fee Benchmarking

Multnomah Group

Dec. 9, 2015
Recorded Online
Webcast

Recorded Webinar

Slides

Presented by Brian Montanez, AIF®, CPC, TGPC  


Understanding fees in defined contribution retirement plans can be a daunting and confusing task that may leave you feeling like an unwilling participant in the shell game. However, understanding them is the first step to ensure your plan is paying reasonable fees.

In this presentation, we will discuss:

    Common fee models in defined contribution plans
    Types of fees
    Benchmarking plan fees
    Investment fees and share classes

About the Presenter
Brian Montanez, AIF®, CPC, TGPC, a Principal of Multnomah Group, is responsible for client service and business development in Northern California. Brian advises an array of organizations, including hospitals, educational institutions, not-for-profit organizations and private employers. Brian regularly consults with plan sponsors and industry experts on fiduciary governance issues, investment menu construction, vendor fees and services, as well as plan design.

About Multnomah Group

Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking.

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