Understanding Retirement Plan Fees. What’s At Stake?
Why is it important to understand and actively monitor fees?
If you manage a retirement account you’ve likely heard the term “fair and reasonable” when on the topic of fees. But what does that really mean and how do you manage and monitor?
Matt Cosgriff, BerganKDV Wealth Management Leader and Retirement Plan Advisor works with organizations maximize their retirement accounts to meet corporate objectives, drive bottom line results and create positive outcomes for both the employer and employee.
In this on-demand webinar Matt gives 4 actionable steps to monitoring fees, things to watch for and a few examples that will help shine a light on the importance of understanding this area of your retirement plan and ensure your organization is protected from costly and timely DOL audits and penalties.
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PRESENTER: Matt Cosgriff, CFP®, CPFA