Navigating the Fog: Understanding and Evaluating 401(k) Plan Costs

Conrad Siegel

Understanding what your retirement plan really costs and knowing whether those costs are fair can feel overwhelming. In this edition of our ELEVATE Series, Scott Gehman and Sean Duffy will walk you through the different types of 401(k) plan fees and clear up common misconceptions. You'll gain a better understanding of your fiduciary responsibilities, know what to look for in fee disclosures, and learn how to make sure your plan is delivering value to your employees. Whether you're new to plan oversight or are looking to sharpen your process, this discussion will give you practical tools you can use right away.

After attending this webinar, you’ll be able to:

• Understand the core ERISA requirements regarding plan fees and fiduciary responsibility.
• Identify and differentiate common plan fees, including who is paid, how, and for what services.
• Recognize and address common misconceptions about 401(k) plan costs.
• Apply a practical process to evaluate plan expenses and maintain proper documentation.

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