Monday, April 12, 2021

Oct. Webinar: Retirement Plan Fee Disclosures

Brought to you by:

Arrow Benefits Group

(707) 992-3780

Retirement Plan Fee Disclosures: Now What?
Tuesday, Oct. 9, 2012 - 2 p.m. ET / 11 a.m. PT

By now, you have no doubt been inundated with communications from your 401(k) or 403(b) plan vendors regarding the fees that they charge and the services they provide.  Those vendors had until July 1 to send you their service provider fee disclosures, a mandatory notice required under Department of Labor regulations.  Separate notices must then be sent to plan participants describing the fees that might be assessed against their accounts. After this flurry of notices and disclosures, you may be asking yourself: now what?  Is there more that an employer should do?  The unfortunate answer is "yes," you have more work to do -- and very little time to do it.  We'll help you understand what you should do with the service provider fee disclosures and how to respond to questions you might be receiving from employees about the participant fee disclosures.

Topics to be covered during this informative 90-minute webinar include:

  • Understanding  basic 401(k) and 403(b) fee structures
  • How to create a prudent fiduciary process for evaluating ERISA Section 408(b)(2) service provider fee disclosures
  • Strategies for addressing questions raised in response to participant fee disclosures
  • Best practices to protect employers from fiduciary liability under ERISA

Gregory L. Ash, Partner - Spencer Fane Britt & Browne LLP
Greg is a member of the firm's Employee Benefits Group and chair of its ERISA Litigation Group. Greg's practice has focused exclusively on ERISA and other laws governing employee benefits, including matters affecting pension, profit sharing, ESOP, 401(k), executive compensation and welfare plans.

Chadron J. Patton, Associate - Spencer Fane Britt & Browne LLP
Chadron is a member of Spencer Fane's Employee Benefits Group. Chadron received his juris doctor from University of Kansas School of Law, where he completed the Tax Law and Business and Commercial Law certificate programs.

This series is brought to you by your Member Firm of United Benefit Advisors - a member-owned alliance of more than 140 premier independent benefit advisory firms and one of the nation's five largest employee benefits advisory organizations - and Spencer Fane Britt & Browne LLP, with offices throughout the Midwest and more than a century of experience providing legal counsel.




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