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Participant Fee Disclosures and Investment Basics

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Participant Fee Disclosures and Investment Basics
Presented by: Virginia Sutton, QKA, VKS Consulting 
Original Presentation Date: Wednesday, August 8, 2012

Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

While you are likely prepared to provide participants their new fee disclosures, do you know what you are handing out?  In order to understand the disclosure, we will first look into investments and structures generally found in retirement plans.  What are the differences between mutual funds and sub-accounts; money market, table value guaranteed income funds.  Do you understand what the quarterly comparison chart is trying to illustrate and what the Department of Labor wants illustrated?  This presentation will cover:

  • The Department of Labor initiative;Requirements of the comparison chart;
  • How investment returns and fees are calculated; and
  • Why investment expenses require different benchmarks than fund performance
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