As a plan fiduciary, it’s your responsibility to know the fees associated with your retirement plan, especially when the plan participants are footing the bill. As expressed by 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.”
We know fees charged in the retirement plan industry are confusing. How is your recordkeeper compensated? Where do the fees come from? Join our next webinar, “Understanding Fees Found in Retirement Plans” on August 29 at 10 a.m. PST, as we delve into the abyss that is retirement plan fees and help plan sponsors navigate their way to a better understanding of their plan’s fees.
Join Brian as he discusses the following topics:
About the Presenter
Brian 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.