Free webinar for PANO Members: Plan Sponsor and Participant Fee Disclosures:What You Should Expect from Your Retirement Plan Provider
Speakers: William Thames and Chuck Bagley, Mutual of America
Please note: This event is only available to staff and board members of nonprofit PANO member agencies.
Recent Department of Labor action will require all ERISA plan sponsors to be aware of the various levels of fees being charged for their 401k or 403b plans. This new rules are very important and all plan sponsor’s should be prepared to address these concerns when their plan participants knock on their Human Resources Departments doors asking about the fees showing up on their statements. Remember, all plans have fees, the real questions are: how are these fees calculated and how are they paid? These new rules require plan sponsors to be able to answer these questions as it relates to how much the organization pays and ALSO how much is being charged to the participants via direct or indirect charges.
PANO and Mutual of America are sponsoring this webinar to help you become more familiar with these new rules. As part of our out-reach program we have asked Mutual of America to present how these new rules will affect any PANO member who might sponsor an ERISA plan. We strongly suggest as part of your Fiduciary responsibility you consider participating in this presentation which will also have a question and answer session following the presentation.
If you have questions about this program, contact Jennifer Ross at firstname.lastname@example.org.