Show me the money - a focus on fees

In recent years, government plan sponsors have been focused on fees – their correlation to service and impact on value. This is a positive trend that shows true sponsor commitment to their fiduciary responsibility. However, lower fees are not always without costs or impact. This panel will explore the why behind those who have successfully lowered their fees and others who have chosen higher fees in hopes of achieving better member outcomes or providing enhanced services.

Speakers:

  • Moderator: Steve Ferber, Senior Vice President, PIMCO 
  • Panelist: Jed Petty, Managing Director, Wellington Management
  • Panelist: Julian Regan, Senior VP, Public Sector Market Leader, SegalMarco
  • Panelist: Christine Lange, Head of Retirement Business Management & Customer Solutions, Prudential Retirement

Learning Objectives: 

  1. Learn ways to control cost by getting similar services at lowers costs.
  2. Learn about cost structure and how it drives fees.
  3. Learn the benefits of component pricing.

 

Materials
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Course Details