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Plan fees can be complicated making effective participant communication quite a challenge. This panel will discuss the different types of plan-related fees and the challenges one Plan is facing during the development of a new fee policy. Learn best practices for developing clear, concise fee information and how to help ensure participants are making educated decisions.
Speakers:
- Moderator: Jacob Peacock, AndCo
- Katy Hatfield, Oregon Public Universities Retirement Plans
- Vanessa Vargas Guijarro, Segal Marco Advisors
- Emily Wrightson, CAPTRUST
Select "Download" to access the PDF version of the presentation. Click below to view the recording.
- Version
- 725.23 KB File Size
- January 1, 2023 Create Date
- August 31, 2023 Last Updated
