Choose Site

Morgan Lewis Seminars

Pricing Trends and Legal Considerations in the Defined Contribution Marketplace

Wednesday, October 9, 2013
01:00 AM ET

Morgan Lewis and Fiduciary Investment Advisors will host a breakfast briefing that will address the following questions related to the defined contribution marketplace:

  • What is revenue sharing?
  • Is there an obligation to understand underlying plan costs?
  • Who needs to negotiate plan fees, and what are some effective ways to go about this?
  • How (and how often) should plan fees be benchmarked?
  • What are other current trends regarding pricing models, fee levelization, and investment menu design?

When:
Wednesday, October 9, 2013
8–9 am | registration/breakfast
9–11 am | briefing

Where:
Morgan Lewis
502 Carnegie Center
Princeton, NJ 08540-6289

Panelists:
Jeffrey Capone | Consultant, Fiduciary Investment Advisors
Amy Pocino Kelly | Partner, Employee Benefits & Executive Compensation

Contact:
If you would like to inquire further regarding this event, please contact Olive To at oto@morganlewis.com.

CLE Credit:
CLE credit in PA, NY, and NJ is currently pending approval.