Understanding Retirement Plan Fees

    A Multnomah Group Webinar

    August 29, 2017


    Fees charged in the retirement plan industry are confusing. And according to 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.”

    During this webinar we shed light onto this opaque area and break down the common fees found in retirement plans in hopes of helping retirement plan sponsors achieve a greater understanding of their Plan’s fees.

    Topics include:

    • Why Understanding Fees is Important
    • Fiduciary Obligations Regarding Fees
    • Detailed Review of Common Plan Fees
    • Five Things to Consider Now

    About the Presenter

    Brian_Presenter-1.pngBrian 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.

    About Multnomah Group
    Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking.

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