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Tuesday, September 30, 2014

3:05 p.m. - 3:50 p.m.
Track: Retirement & Personal Finance View Track

THE ART OF UNDERSTANDING, DOCUMENTING AND NEGOTIATING PLAN FEES

Trent Grinkmeyer, CRPC, AIF, Financial Consultant, GRINKMEYER AND LEONARD WEALTH MANAGEMENT

Analyzing the administrative, recordkeeping, investment management, employee education, and technology cost/value paradigms in retirement plans can create the leverage for a win-win situation for all parties in a relationship. The participants win with either more services at the same cost or lower costs for the same services; the fiduciary wins through a documented fee-transparent process; and the service provider wins with a client positioned for a long-term relationship. Attendees will understand what the key drivers of total plan cost, analyze the role that revenue sharing plays and ensure that you are getting the best deal possible in regards to total plan cost and industry averages.

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