With the recent increase in 401(k) and 403(b) litigations, it is a crucial that plan fiduciaries understand their defined contribution retirement plan fees. Not only should plan fiduciaries know what fees are being paid by their plan participants, they should ensure that these fees are “reasonable” and structured as equitably as possible.
Attend this Program to:
- Receive a primer on plan fees
- Hear about and discuss how to evaluate your record-keeper and advisor to ensure their fees are commensurate with the services provided
Learn and understand:
- What are my total plan fees?
- What are investment fees, record-keeping & administration fees and advisory fees?
- What is revenue share?
- How to evaluate Pro-Rata versus Per Capita Fees?
- What is Fee Leveling?
- Should I run a Record-Keeper RFP? How do I evaluate my Record-Keeper’s services & fees?
- Should I run an Advisor RFP? How do I evaluate my Advisor’s services & fees?
- How do I obtain credible fee benchmarking data for Record-keeping, Plan Administration, Advisory, Investment Consulting and Co-Fiduciary Service Providers?
- How do I ascertain “necessary” services at “reasonable” cost?
Attend this program to learn the questions you should be asking.
- David Guadagnoli - Partner, ERISA Counsel, Sullivan & Worcester
- Carol McShera - Consultant, Fiduciary Investment Advisors, LLC
- Nathan Rasmussen - Managing Director of Retirement Services, Marsh & McLennan Agency
- Mike Volo - Senior Partner, Cammack Retirement Group
Forefront Waltham Conference Center
404 Wyman Street
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