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Orange County Breakfast Forum: Fee Equalization in 401(k) Plans
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Orange County Breakfast Forum: Fee Equalization in 401(k) Plans
When
19 Oct 2017
7:45 AM - 9:30 AM
Location
ANDREI'S RESTAURANT, 2607 Main St, Irvine
Fee Equalization in 401(k) Plans
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.
Move to the most efficient share class.
Credit back any revenue share from the line-up back to the participants in those funds.
Charge all participants for record keeping and Administrative costs (either basis points on account balance or fixed dollar amount).
Add in any extra costs for plan level expenses (if not used can be credited back to participants at the end of the year).
More Information
WPBC GB Website Privacy Statement 2012-13
Western Pension & Benefits Council
mailto:office@westernpension.org
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