Understanding, Documenting & Negotiating Retirement Plan Fees
Michael McGuire & Kyle Posvistak from 401(k) Advisers
Thursday, February 21th, 11:30am – 1:15pm at the Mission Inn in Riverside.
With the spotlight on DC plan fees growing stronger, the importance of understanding, documenting and negotiating your fees has never been more important. Analyzing the administrative, record keeping, investment management, employee education and technology cost/value paradigms creates the leverage for the win-win-win we all want. Participants win with either more services at the same costs or the same services at lower costs; the fiduciary wins through a documented, fee-transparent process; and the service provider wins with a client positioned for a long-term relationship. Learn the best practices approach to understanding, documenting and negotiating fees for long-term success.
Kyle Posvistak, Sr. Investment Adviser Representative at 401(k) Advisers is a master coordinator of many skill sets-from interfacing with registered investment advisory firms in a sales and service capacity to working closely with plan sponsors on data presentation and educational webinars.
Rates
Members –$45 with Reservation, $55 without Reservation
Non-members –$55 with Reservation. $65 without Reservation
Student/Members in Transition –$30 with Reservation, $35 without Reservation
The Mission Inn, 3649 Mission Inn Avenue, Riverside
Metered parking is available on the streets for $1.00/hr, or at the parking garage behind the Mission Inn on 6th Street for $8.00.
