AFP 2010 National Conference
DC Plan Fee Transparency:
Fiduciaries Managing Costs
November 9, 2010
Retirement plan fiduciaries should ensure
that the costs associated with defined
contribution plans are both appropriate
and reasonable. ERISA plan sponsors need
to decipher revenue sharing arrangements,
determine the amount paid and to
whom, and decide if fees are reasonable
or excessive. They must understand the
financial reality of different share classes
in a plan. Review the status of regulatory
requirements for fee transparency,
compliance and reasonableness.
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Comprehensive Retirement Solutions
• Investment Policy Statement
• Asset Allocation and Gap Analysis
• Investment Fund Analysis
• Target Date Fund Evaluation
• Fee Analysis
• Investment Performance and Plan Monitoring
• Plan Benchmarking
• Provider Search and Evaluation
• Plan Design
• Fiduciary Services
• Education and Communication
• Regulatory and Legislative Updates
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Knowledge and Experience
Each of our consultants has over 25 years of Wall Street experience advising institutional investors, corporations, foundations and endowments. Our talented, dedicated team of professionals have practical experience at major global institutions in addition to holding MBAs and the Chartered Financial Analyst (CFA) designation. These credentials empower us to create pragmatic solutions to a diverse range of consulting engagements.
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