Navigating a Fee Focused Environment - McDermott Will & Emery

Navigating a Fee Focused Environment

Overview


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

Dig Deeper

Virtual / Speaking Engagements / December 13, 2023

Illinois CPA Society Employee Benefits Conference

Boston, MA / Speaking Engagements / November 16, 2023

New England Employee Benefits Council (NEEBC) 2023 Washington Update

Webinar / Speaking Engagements / October 19, 2023

Intro to Employee Benefits

Las Vegas, NV / Speaking Engagements / November 8–10, 2023

TEA Employee Owned Conference 2023

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