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Boise - Evaluating the Reasonableness of Plan Fees in Light of New Disclosures

  • 12 Nov 2013
  • 11:30 AM - 1:00 PM (MST)
  • URS Executive Dining Room-720 Park Blvd. Boise ID 83702



Evaluating the Reasonableness of Plan Fees in Light of New Disclosures

With the spotlight on DC plan fees growing stronger, the importance of understanding, documenting and
negotiating your fees has never been more important. Analyzing the administrative, record keeping, investment management, employee education and technology cost/value paradigms creates the leverage for the win-win-win we all want. Participants win
with either more services at the same costs or the same services at lower costs; the fiduciary wins through a documented, fee-transparent process; and the
service provider wins with a client positioned for
a long-term relationship. Learn the best practices
approach to understanding, documenting and negotiating fees for long-term success.

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