Trends in Fee Benchmarking for Plan Sponsors (Webinar Recording)
Fiduciary breach lawsuits have plagued the defined contribution industry over the past decade, with retirement plan fees being one of the key areas of litigation.
Fiduciary breach lawsuits have plagued the defined contribution industry over the past decade, with retirement plan fees being one of the key areas of litigation. For plan sponsors, understanding and evaluating recordkeeping fees is an important part of their fiduciary responsibility.
In this webinar recording, CAPTRUST Senior Director and Defined Contribution Practice Leader Jennifer Doss is joined by Financial Advisors Jean Duffy and Dan Esch to discuss:
Methods of paying for plan fees
Best practices to ensure reasonable fees
Current trends in fee benchmarking
Legal Notice
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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