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Fee Allocation: How to Choose Your Model

Multnomah Group

Sept. 25, 2019
Recorded Online

Here at Multnomah Group, we talk a lot about fees - from our guide to plan fees and expenses, to our look at recordkeeper revenue channels, as well as our annual benchmarking report to monitor fees and establish if those fees are reasonable in light of services rendered. We also talk about how those recordkeeping fees are allocated. There are a wide variety of ways the fee for recordkeeping can be paid and the landscape continues to change as recordkeeping systems modernize. But which model is right for your plan?
Join us on Wednesday, September 25, 2019 at 1:00 p.m. ET as we delve into the different fee allocations models and how to determine the right path for your retirement plan.
We will discuss:

  • How to allocate retirement plan fees to participants
  • How to determine what's fair for your participants
  • How transparency highlights the choices you make as plan fiduciaries

Presenter: Erik Daley, CFA, Managing Principal, Multnomah Group

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