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.
Recognize the current fee environment
Identify how plan sponsors can best limit their exposure in the current environment
CFA, CPC, ERPA,
Innovest Portfolio Solutions LLC