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.


  • 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
How to Successfully Communicate Plan Fees