Description
Changes to retirement plan fee models are occurring rapidly. In this session, we will explore current models, trends in fee model design, and the disclosure requirements under 408(b)2 and 404. Attendees will:
• Develop an understanding of how retirement plan service providers are compensated
• Develop an understanding of how changes in fee payment mechanisms and reconciliations impact the retirement plan financial statements
• Learn what the requirements are under 408(b)2 and how sponsors can document their adherence
• Discover how providers and sponsors are allocating excess fees collected back to participants and what the accounting consequences are
Speaker(s):
