MANAGING RETIREMENT PLAN EXPENSES IN THE FEE DISCLOSURE ERA

A MULTNOMAH GROUP WEBINAR

WEDNESDAY, FEBRUARY 29, 2012
10:00 A.M. TO 11:00 A.M. (PACIFIC TIME)

Retirement plan fees are often discussed, but poorly managed. In 2012, for the first time, retirement plans subject to ERISA will be required to provide participants information on how retirement plan expenses are paid and their impact on participant returns. This disclosure and the anticipated media spotlight on fees will likely bring questions from participants about their expenses and how they are allocated among participants.

Plans that have negotiated competitive fees with their vendors have only done some of the work. The question facing us in 2012 is this: How do plan sponsors allocate their expenses between participants and plan sponsors, and between participants in different investment products?

In our February webinar, Erik Daley, CFA, will discuss the following:

• The requirements for disclosure;
• Fee policy statements;
• PERA and ERISA budget accounts;
• Fee parity.

About the Multnomah Group
The Multnomah Group is the leading provider of fee-only retirement plan and investment consulting services to employer retirement plans in the United States, providing investment consulting, vendor search, benchmarking, and design services.

Host: Scott Cameron, CFA
A Principal of the Multnomah Group, Scott directs investment research for the firm and consults regularly with plan sponsors and benefits managers.   

Presenter: Erik Daley, CFA
Erik is the Managing Principal of the Multnomah Group. Erik is a member of the firm's Investment Committee and leads the firm's tax-exempt practice, focusing on higher education and healthcare organizations.