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Fee Disclosure
Presented by Anthony L. Scialabba, Esq. Sills Cummis & Gross
Original Date of Presentation: Tuesday, February 21, 2012
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

Keep up-to-date on plan sponsor-level and participant level fee disclosure rules as well as learn practical tips for structuring service agreements with plan clients.  Digesting the disclosure will be challenging for some and while the fees may or may not be fully understood, what sponsors and participants think will impact your relationships.  This presentation is designed to help you turn 408b(2) into a market opportunity rather than a cost of doing business.  We will help you do this by exploring the fundamental communication techniques of words, images, stories and questions.  In combination, these tools can clarify the complicated, and help your clients better appreciate the value you provide.  This session will provide background on:                  
  • The regulation and its impact on the retirement market;                     
  • Methods to effectively communicate your knowledge of fees;               
  • How to justify the cost of services provided to plans sponsors and participants; and
  • Clarifying the complicated, and helping your clients better appreciate the value you provide
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