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