Audio Conferences
Negotiating 401(k) Plan Fees
November 10, 2003 at 02:00PM ET
It’s no secret that 401(k) plans can be costly to run and operate—and in the face of a weak economic recovery, being cost conscious can really pay!
You need to take the time to calculate your total plan cost and learn about all of the fees—hard and soft dollars. If the total plan cost isn’t managed efficiently, it could cost your company millions—and your employees hundreds of thousands of dollars in retirement earnings.
Join IOMA in this 90-minute audio conference and get the tools you need to calculate your total plan costs, educate your company on plan related fees, and reduce overall plan costs.
DIAL IN & LEARN:
FEATURED FACULTY:
Matthew D. Hutcheson, CPC, AIFA, Erisa Fiduciary
Matt Hutcheson possesses a composite of experience and credentials that uniquely qualify him to train and instruct other fiduciaries. An Accredited Investment Fiduciary Auditor and Certified Retirement Counselor and Administrator, Mr. Hutcheson is the author of “How Good Trustees Become Great”, the co-author of “The 401(k) Participant’s Survival Guide”, and the author of a study guide for Texas Tech University and the International Foundation for Retirement Education titled “Retirement Plan Compliance and Reporting”. Additionally, Mr. Hutcheson is the editor-in-chief and co-chairman of the Journal of Fiduciary Responsibility.
Stephen J. Lansing, CLU, CIMC, CEBS President & FounderSentinel Fiduciary Services, Inc.
Steve Lansing brings more than 33 years experience in various areas of the financial services industry to this conference. Prior to founding Sentinel Fiduciary, he served for eight years as an asset consultant with Gabriel, Roeder, Smith & Co. Mr. Lansing began his retirement plan consulting career in 1981, following twelve years as an agent for Northwest Mutual Life Insurance, becoming a Life Member of the Million Dollar Roundtable. Mr. Lansing is a member of the Investment Management Consultants Association. Widely recognized as an authority on asset consulting, he has published numerous articles and is widely sought after as a lecturer on the subject.
Rick Meigs, President & Founder, 401khelpcenter.com, LLC
Rick Meigs is a nationally recognized authority on 401(k) retirement plans and has been starting and running successful companies and business units for over 30 years. His organization is the leading provider of information, opinion, analysis, news, rules, and other 401(k) resources to plan sponsors, small businesses, and employees. His comments and articles appear regularly in many publications including: The Wall Street Journal, New York Times, CFO magazine, On Wall Street magazine, San Francisco Chronicle, and TheStreet.com.
You need to take the time to calculate your total plan cost and learn about all of the fees—hard and soft dollars. If the total plan cost isn’t managed efficiently, it could cost your company millions—and your employees hundreds of thousands of dollars in retirement earnings.
Join IOMA in this 90-minute audio conference and get the tools you need to calculate your total plan costs, educate your company on plan related fees, and reduce overall plan costs.
DIAL IN & LEARN:
- How to determine your per participant cost—and benchmark your costs against competitive alternatives
- Best practices in negotiating for a concession with your service provider
- Your fiduciary responsibility in managing plan fees
- Typical fees for plans of your size
FEATURED FACULTY:
Matthew D. Hutcheson, CPC, AIFA, Erisa Fiduciary
Matt Hutcheson possesses a composite of experience and credentials that uniquely qualify him to train and instruct other fiduciaries. An Accredited Investment Fiduciary Auditor and Certified Retirement Counselor and Administrator, Mr. Hutcheson is the author of “How Good Trustees Become Great”, the co-author of “The 401(k) Participant’s Survival Guide”, and the author of a study guide for Texas Tech University and the International Foundation for Retirement Education titled “Retirement Plan Compliance and Reporting”. Additionally, Mr. Hutcheson is the editor-in-chief and co-chairman of the Journal of Fiduciary Responsibility.
Stephen J. Lansing, CLU, CIMC, CEBS President & FounderSentinel Fiduciary Services, Inc.
Steve Lansing brings more than 33 years experience in various areas of the financial services industry to this conference. Prior to founding Sentinel Fiduciary, he served for eight years as an asset consultant with Gabriel, Roeder, Smith & Co. Mr. Lansing began his retirement plan consulting career in 1981, following twelve years as an agent for Northwest Mutual Life Insurance, becoming a Life Member of the Million Dollar Roundtable. Mr. Lansing is a member of the Investment Management Consultants Association. Widely recognized as an authority on asset consulting, he has published numerous articles and is widely sought after as a lecturer on the subject.
Rick Meigs, President & Founder, 401khelpcenter.com, LLC
Rick Meigs is a nationally recognized authority on 401(k) retirement plans and has been starting and running successful companies and business units for over 30 years. His organization is the leading provider of information, opinion, analysis, news, rules, and other 401(k) resources to plan sponsors, small businesses, and employees. His comments and articles appear regularly in many publications including: The Wall Street Journal, New York Times, CFO magazine, On Wall Street magazine, San Francisco Chronicle, and TheStreet.com.
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