Understanding & Managing Retirement Plan Fees

Strategies to Evaluate Your Service Providers, Lower Plan Costs & Improve Participant Outcomes in Retirement

Date: Wednesday, March 6, 2019
 8:00 am - 12:00 pm

Location: Forefront Conference Center | Waltham, MA 
Cost: $170 Members | $220 Non-members

Register Now or call 781-684-8700 for assistance

With the recent increase in 401(k) and 403(b) litigations, it is a crucial that plan fiduciaries understand their defined contribution retirement plan fees. Not only should plan fiduciaries know what fees are being paid by their plan participants, they should ensure that these fees are “reasonable” and structured as equitably as possible. 

Attend this Program to:

  • Receive a primer on plan fees

  • Hear about and discuss how to evaluate your record-keeper and advisor to ensure their fees are commensurate with the services provided

  • Learn and understand:
    1. What are my total plan fees?
    2. What are investment fees, record-keeping & administration fees and advisory fees?
    3. What is revenue share?
    4. How to evaluate Pro-Rata versus Per Capita Fees?
    5. What is Fee Leveling?
    6. Should I run a Record-Keeper RFP? How do I evaluate my Record-Keeper’s services & fees?
    7. Should I run an Advisor RFP? How do I evaluate my Advisor’s services & fees?
    8. How do I obtain credible fee benchmarking data for Record-keeping, Plan Administration, Advisory, Investment Consulting and Co-Fiduciary Service Providers?
    9. How do I ascertain “necessary” services at “reasonable” cost?

Attend this program to learn the questions you should be asking!  Register now.


Mike Volo - Senior Partner, Cammack Retirement Group

Carol McShera - Consultant, Fiduciary Investment Advisors, LLC

Nathan Rasmussen - Managing Director of Retirement Services, Marsh & McLennan Agency

David Guadagnoli -  Partner, ERISA Counsel, Sullivan & Worcester

NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."