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Retirement Plan Fees - Maximizing Provider Negotiations (WEBNAR44)

Date:Wednesday, December 13, 2017
Time:11:00am - 12:00pm
(Registration at 10:30am)
Facility:Webcast or Webinar, Online
CPE Credit:1.0 Technical Business
Instructor: Thomas Bastin
Vendor:Florida Institute of CPAs
Course Level:Basic
Early Bird Price:$0.00 FICPA Members, $75.00 Non-Members


Understanding retirement plan fees is not only a subject of much litigation but a Department of Labor requirement.  In this educational webinar, I will discuss the key factors that are needed to maximize your leverage when negotiating for enhanced plan fees, investments, and services.


Understand how retirement plan vendors are compensated

Major Topics:
  • Ways providers receive revenue
  • Understanding mutual fund share classes
  • How to benchmark fees

Who Should Attend:

CPAs that audit retirement plans, CFO and accounting managers, any retirement plan committee member


Familiarity with 401(k)/403(b) plans will be beneficial

Advanced Preparation:



Information on how to log-on to the webinar, troubleshooting, and contact information will be included with your registration confirmation.


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.