Solving the Mystery of Retirement Plan Fees and Investment Disclosures

Join us as we translate fee information and investment disclosures into tools you can use to understand and better manage your plan. In this session, Clearview Advisory Retirement Plan Consultant Katie Green will provide you with clarity and peace of mind about your plan’s fees to ensure it’s not only a great benefit—but also a great value. Additionally, Moore Colson Director and Employee Benefit Plan Practice Leader Candace Jackson will walk you through the most common types of plan investments and how those are presented and valued in your plan’s financial statements.

Lunch and Learn about:

• The different costs you pay to maintain your retirement plan.
• How to determine if those fees are appropriate.
• The options for structuring your employees’ costs to take part in your plan.
• Common types of plan investments – mutual funds, pooled separate accounts, common collective trusts, etc.
• How to ensure your Form 5500 and plan financial statements are in sync.

Parking:

Visitor parking is available on the top deck of the parking garage adjacent to the 100 building.

Note: Please plan to arrive 15 minutes early for lunch. The presentation will begin at noon.