Excessive Fees: Claims Against Fiduciaries

November 18, 2015 12:05pm

What is it about?

  • The Tibble decision
  • The impact of fees on defined contribution balances
  • The Exclusive Benefit Rule and what “reasonable fees” are
  • The Prohibited Transaction Exemption
  • Fee models and revenue sharing
  • Case Law Review
    • Key issues and basic claims
    • Fiduciary status of service providers
    • Definition of plan assets

Session Materials