Navigating a Fee Focused Environment

Brian Tiemann and Margaret (Peg) Warner presented on a webinar titled “Navigating a Fee Focused Environment” hosted by Graystone Consulting on June 21, 2023. In response to the dramatic increase in litigation surrounding retirement plan fees, the discussion aimed to provide plan sponsors with guidance on implementing a fee evaluation process in accordance with regulatory mandates.

Topics Included:

• Fiduciary Responsibility Surrounding Plan Fees
• Lessons Learned from Recent Fee Litigation Cases
• Trends & Common Pitfalls
• Tips for Establishing a Benchmarking Process
• Evaluating Fees and Value Received