Roth in Retirement Plans

The webcast highlights the differences between Pre-tax and Roth deferrals in retirement plans, as well as the differences between In-Plan Roth savings and Roth IRAs. Click Here

Fee Levelization – Defined Contribution Plan Pricing

A new paradigm in defined contribution plan pricing is emerging in response to the onslaught of excess fee lawsuits brought against plan sponsors and providers, new and complex fee disclosure rules, and the more recent Department of Labor’s (DOL) Conflict of Interest Rule.

During this BFSG program you will learn:

– The Evolution of Defined Contribution Plan Pricing Models
– Fiduciary Responsibilities of Plan Sponsors
– New Marketplace Solutions – Fee Levelization