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Great Lakes Area Tax Exempt / Governmental Entities (TE/GE) Council 

Michael Sasso, Partner, and Jennifer Putney, Director, will be discussing the rules and guidance regarding fees with respect to 401(k) plans.

Topics to be covered will include:

  • Review and update of fee litigation landscape
  • Discuss the different ways to pay for the plan’s expenses
  • Explore the different types of pricing models
  • How do you determine the reasonableness of fees?
  • Fee Equalization – what does it mean?
  • Investment Management Fees – are they reasonable given the size of my plan?
  • Fiduciary Best Practices when it comes to evaluating fees
The event will take place in Chicago, IL. To request a copy of the agenda, email us here.