The Knowledge Group Has Scheduled a Live Webcast on 401(k) Fee Disclosure Rules: Demystifying Trends, Developments, and Best Practices LIVE Webcast

This event is scheduled on Wednesday, October 7, 2020 from 12:00PM to 1:00PM ET.

Event Synopsis:
The Department of Labor Regulations on disclosure of 401(k) plan fees and expenses are designed to provide transparency to participants in a user-friendly format, allowing for an apples-to-apples comparison of fees and expenses under a plan’s investment options that impact participant account balances, and a look under the hood on plan administration costs charged to participant accounts. But greater disclosure can lead to greater scrutiny, and an essential duty for plan sponsors is monitoring fees and expenses that could reduce participant account balances, and timely addressing excesses.

In this LIVE webcast for the Knowledge Group, Troutman Pepper employee benefits experts Paul Porretta and Mamta Shah will outline the 401(k) plan fee and expense disclosure requirements, and explain the best practices for plan sponsors in navigating this legal minefield.

Key topics include:
• 401(k) Fees & Expenses Plans Are Required to Disclose;
• Avoiding Problems – Effective Investment Communications to Participants;
• The Importance of an Up-to-Date Investment Policy Statement;
• Monitoring Your 401(k) Investment Options, Recordkeeper, and Fees; and
• Should You Engage an Investment Advisor or Investment Manager for Your Plan?

Speakers/Faculty Panel
Paul Porretta
Troutman Pepper Hamilton Sanders LLP

Mamta Shah
Troutman Pepper Hamilton Sanders LLP

For an updated list of the faculty panel, please visit:

About The Knowledge Group
Founded in November 2006, The Knowledge Group has been at the forefront of providing quality continuing education programs for lawyers, accountants, financial executives, risk and compliance specialists, human resources professionals, technology officers, and business consultants in a wide range of industries.

The Knowledge Group strives to be the best-in-class provider of continuing education by bringing forth relevant content you can’t get anywhere else. To contact or register to an event, please visit:

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