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Benchmarking Your Retirement Plan: Optimizing Fees and Services

Webinar on September 20, 2018 @1:00pm CT

401(k) fee disclosure has been in the news a lot lately. In large part, this is because the Department of Labor and Congress have increased their focus on fee disclosure requirements. As a result, there's now more data available for plan sponsors to benchmark their 401k plan fees. 

But it's not enough to just compare plan costs.. What products and services are those fees affording you?

In this webinar we'll examine:

  • The factors that influence plan fees
  • Current regulatory environment
  • What it really means to understand plan fees
  • Determining whether fees are reasonable in light of services being provided
  • Benchmarking and how it's the key to a prudent process
  • Tools we have available through LPL to help you benchmark your plan

Meet the Presenter:

Joshua M. Kopec, AIF®, CPFA

150 x 150 CGO Benefits Team

Retirement Plan Services Leader
Connor & Gallagher OneSource

Josh is responsible for helping plan sponsors define their retirement plan goals and choosing the optimal plan design. He handles plan sponsor relationship management, employee education, fiduciary oversight, plan design consulting, fee and service provider analysis.

Josh is the recipient of the 2017 Young Guns "Top Plan Advisors Under 40" Award.

Connor & Gallagher OneSource was named a Top Defined Contribution Advisor Firm in 2017.

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RSVP for this Free Webinar


Questions? Email info@GoCGO.com