Orange County Breakfast Forum: Fee Equalization in 401(k) Plans

  • 19 Oct 2017
  • 7:45 AM - 9:30 AM
  • ANDREI'S RESTAURANT, 2607 Main St, Irvine

Fee Equalization in 401(k) Plans


  1. Fee Equalization is a move to true plan cost transparency. As one of the nation's leading experts on retirement plan specialist, Michael will focus on:
    Remove indirect compensation from existing fund menu.
  2. Move to the most efficient share class.
  3. Credit back any revenue share from the line-up back to the participants in those funds.
  4. Charge all participants for record keeping and Administrative costs (either basis points on account balance or fixed dollar amount).
  5. Add in any extra costs for plan level expenses (if not used can be credited back to participants at the end of the year).

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