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Evaluating the Reasonableness of Plan Fees in Light of the New Disclosures

University Conference Services

June 27, 2013
Recorded Online

With today's bright spotlight on DC plan fees, understanding, documenting and negotiating what you pay for your plan has never been more important.

Learn how to analyze the administrative, record keeping, investment management, employee education and technology cost/value paradigms to create the win-win-win situation we all want:

  • Participants win with either more services at the same costs or the same services at lower costs
  • The fiduciary wins through a documented, fee-transparent process
  • The service provider wins with a client positioned for a long-term relationship.

Seasoned retirement plan consultant Mike Falcone of 401(k) Advisors explains the best practices approach to understanding, documenting and negotiating fees for long-term success.

Continue by clicking on the following link:

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