Course

Making "Cents" of Retirement Plan  Fees (Pro)

This course provides an overview of understanding, benchmarking, and negotiating retirement plan fees. It covers fee structures, their impact on retirement outcomes, disclosure requirements, benchmarking best practices and resources, negotiation strategies for fee reduction, special fee considerations like revenue sharing, and documentation requirements. The course emphasizes the importance of fulfilling fiduciary duties related to fee management and improving participant retirement outcomes.

Level

Beginner

Format

Video

Duration

~14 minutes

Certificate of Completion

Yes

Quiz

5 questions

Course Lessons

Meet the Course Creator

Josh Itzoe

Josh Itzoe is a prominent figure in the retirement plan advisory industry. As Founder and CEO of FiduciaryWorks, he focuses on developing insights, research, technology, and training to help retirement plan advisors and employers with fiduciary responsibility and workplace retirement matters. Before founding FiduciaryWorks, Itzoe was a Co-Founder and Partner at Greenspring Advisors, one of the country's well-known retirement plan advisory firms. He is also an author of two Amazon best-selling books: "The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and "Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully." Additionally, he hosts the Fiduciary U™ Podcast and is a frequent speaker at industry events.