Plan Expenses - Understanding Current Fee Models, Trends, and Disclosures

Session Date: 
May 8th, 2017 - 4:10PM5:25PM


This session will discuss what expenses can be charged to Plans and what expenses should be paid by the plan sponsors. You will also gain an understanding of types of investment fees and rebates and review required disclosures.

Attendees will be able to:

  • Understand types of Plan expenses, investment fees and the related accounting for fee rebates.
  • Understand how to review required disclosures.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
David Levine Principal, Groom Law Group, Washington, DC 12, 23
Jodi Malis CPA, Partner, Hancock Askew & Co., LLP, Atlanta, GA 23, 204

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2