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Employee Benefit Plans Conference 2020


EBP2029 - Retirement Plan Fees 2.0 Lawsuits, Leveling and Lessons Learned


Nov 10, 2020 5:35pm ‐ Nov 10, 2020 6:25pm

Description

The session covers an overview of the retirement plan market fee environment. The session will include a discussion of retirement plan components under attack: the use of revenue sharing, share class selection, varying fee structures and monitoring investment options. The speaker will also review the best practice environment and considerations for fee allocation and benchmarking.

Learning Objectives:
  • Understand the current fee environment
  • Understand how plan sponsors can best limit their exposure in the current environment

Speaker(s):

  • Gordon Tewell, CFA, CPC, ERPA, Principal, Innovest Portfolio Solutions LLC

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