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Financial Wellness - Negotiating Lower Plan Fees

Burnham

May 30, 2019
Recorded Online
Webcast

Everyone loves to get a good deal. While some products, such as gasoline and appliances, are relatively easy to comparison shop for, retirement plans are much more challenging as they can vary greatly in terms of their investment offerings and services.

Based on guidance set forth in ERISA 408(b)(2), retirement plan sponsors carry a fiduciary mandate to ensure that their retirement plan fees are “reasonable.”

During this webcast, we will highlight best practices your organization can use to:

  • Dissect the components of your plan’s current fee structure
  • Learn key factors that impact pricing
  • Avoid pitfalls when benchmarking your plan
  • Maximize negotiating leverage with your existing provider

Presented by Joe Park, Director of Retirement Services for Burnham Gibson Wealth Advisors

More Information, How to Register

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