CORY HOFFER TO PRESENT AT THE AICPA & CIMA EMPLOYEE BENEFIT PLANS CONFERENCE IN MAY
EBP2329 - Anatomy of Plan Costs - What they mean and how to value them
09:00am - 09:50am - May 9, 2023
Session Description:
Investments have a cost. How do the different share classes tell a story? How do recordkeeping fees and costs tell their story? What services do investment advisors provide and how do you value them? What story does your plan tell? The process is critical but in too many cases where fees hide is a secret, known only by insiders who know how to peel the onion, layer by layer.
