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Tuesday, September 24, 2013

12:00 p.m. - 12:45 p.m.
Track: Retirement & Personal Finance View Track

THE AGE OF REASONABLENESS: PRUDENCE IN DETERMINING FAIRNESS OF FEES AND SERVICES

John Hare, Regional Managing Director, FIDUCIARY PLAN GOVERNANCE, LLC

Due to 408(b)(2), we are living in a new age of responsibility for determining the reasonableness" of fees and services in ERISA retirement plans. After the distraction of formatting and distributing the 404(a)(5) disclosures to employees, it is now time to turn our attention back to the required evaluation of reasonableness of services and fees. In the final regulations alone, the Department of Labor used the word "reasonable" 41 times specifically referring to fees, compensation, contracts and arrangements. But what is reasonable?

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