As a plan fiduciary, it’s your responsibility to know the fees associated with your retirement plan, especially when the plan participants are footing the bill. As expressed by the Department of Labor (DOL): “Among other duties, fiduciaries have a responsibility to ensure that the services provided to their plan are necessary and that the cost of those services is reasonable.”
We know fees charged in the retirement plan industry are confusing. How is your recordkeeper compensated? Where do the fees come from? Our webinar, “Understanding Fees Found in Retirement Plans” delves into the abyss that is retirement plan fees and helps plan sponsors navigate their way to a better understanding of their plan’s fees.
Brian discusses:
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Presenter
Brian Montanez, AIF®, CPC, TGPC, CPFA, is a principal of Multnomah Group. Brian is responsible for client service and business development in California and Hawaii. Brian advises an array of organizations, including, not-for-profit organizations, educational institutions, hospitals, and private employers. Brian regularly consults with plan sponsors and industry experts on fiduciary governance issues, investment menu construction, vendor fees and services, as well as plan design.
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