Understanding Your Retirement Plan Fees

Understanding Your Retirement Plan Fees

Event Information

Date(s):

Jul 09, 2020 - Jul 09, 2020

Time:

12:00 PM - 1:00 PM

Location:

CAE Credits:

1

Levels:

Applied

Member Price:

$0.00

NonMember Price:

$0.00

Description

Many employers are unaware of the responsibilities and risks related to managing their retirement plans. With ERISA litigation increasing even for small plans, the “Ask the 401(k) Professionals” webinar series is designed to educate plan sponsors on their duties and how to manage them.

Plan fiduciaries must understand their retirement plan’s fees and determine if they are reasonable. That task is difficult enough when fee information is buried in multiple pages of disclosures, but how do you determine if they are reasonable?

In this webinar, Shelly Howard-Horwitz, AIF, CPFA, of Pensionmark Financial Group will show you how to identify, understand, and manage your 401(k) plan fees and the enormous impact they have on you and your employees’ account balance. After this session, you will know:

  • what fees are associated with retirement plans
  • who pays the majority of fees in a retirement plan
  • how to determine if your fees are reasonable
  • next steps to lower your retirement plan costs