Fee Disclosure: What Service Providers and Plan Fiduciaries Need to Know

The presentation will provide an overview of the fee disclosure rules for service providers and for participants in retirement plans. It will focus on the actions that employers will need to take with respect to the disclosures received from service providers to determine if there are any conflicts of interest and to evaluate the reasonableness of fees that are being charged. It will also focus on the actions that employers will need to take in making sure that adequate and timely disclosures are being provided to participants.

Schedule:
7:30 am to 8:00 am Registration and Networking
8:00 am to 9:30 am Presentation

Refreshments:
Continental Breakfast will be provided.

Parking:
Parking in building garage at 1600 Division St. Meeting is on the 7th floor.

This program has been awarded 1.50 Hours of General recertification credit.