Tuesday, November 9, 2010

DC Plan Fee Transparency: Fiduciaries Managing Costs

Presented at the Association for Financial Professionals (AFP) National Conference in San Antonio, TX

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.

Presented by:

Randy Murphy
Manager, Global Equity Plans
Salesforce.com, Inc.

Linda Ruiz-Zaiko

View Presentation