Understanding Plan Fees and Value Propositions

LEARNING LAB | 2:00 p.m. - 3:15 p.m. ET

Reducing retirement plan costs is a commendable goal on the surface, but when plan sponsors dig a little deeper, they may find that cutting fees impact more than just the bottom line. This session will explain how to evaluate and understand the true costs of retirement plans, explore the relationship of services and cost, and discuss the importance of performance-based contracting. Learn best practices for benchmarking and negotiating fees and tactics for successfully communicating plan costs with participants.

Speakers:

  • Moderator: Andrew Whiting, Managing Vice President, Institutional & Investment Sales, MissionSquare Retirement
  • Panelist: Steve Gordon, Partner, AndCo Consulting
  • Panelist: Marla Kreindler, Partner, Morgan Lewis
  • Panelist: Tina Turner, Division Director, Wayne County, Michigan

CE Credits: 1.5 CPE, 1.25 SHRM PDCs, 1 InFRE CRC, 0 CFP

Learning Objectives:

  1. Learn how to evaluate and understand the costs of retirement plans.
  2. Learn about the relationship between services and costs.
  3. Learn best practices for benchmarking and negotiating fees. 

 

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