401(k) Fees in the Spotlight

More about webcasts   



Held April 24, 2008


Order a CD-ROM
 (includes handouts)
(ISCEBS members order here, using item #TW129 and price $177)
$195 International Foundation or ISCEBS member ($177 + S&H)
$255 nonmember ($237 + S&H)


Why should plan sponsors be concerned about and understand 401(k) fees? As account balances grow, so do the associated fees. Plan sponsors need to be alert to find ways to reduce plan fees. And, most importantly, understanding plan fees is part of the plan sponsor’s fiduciary responsibility. This session will cover

  • Fiduciary considerations
  • The basics—how fees are calculated
  • Who should pay fees
  • Pending litigation
  • Current issues
  • DOL-proposed rules
  • Recommendations for plan sponsors.
Presenter
Matthew P. Demet, CEBS, CRA, CRC
Senior Vice President
Johnson Bank
Milwaukee, Wisconsin


Related Reading

401(k) Answer Book, 2008 Edition
by Steven J. Franz, Lisa R. Richardson, Joan C. McDonagh and Marilyn R. Collister