Lesson 6: Plan Fees and Expenses
NEW Comprehensive Guide to 401(k) Plans
Description
Lesson 6 – Plan Fees & Expenses
- Types of fees
- Investment fees
- Plan administration fees
- Fee payment responsibility
- Settlor functions vs. plan operations
- Plan sponsor vs. plan assets
- Fee disclosure requirements
- Fee disclosure to plan sponsors
- Fee disclosures to participants
- Form 5500 fee reporting
- Fee litigation trends