General Counsel & Executive Vice President
THE SPARK INSTITUTE, INC.
Cornelius, North Carolina
Fee disclosure continues to be one of the most complex issues that the
retirement plan industry struggles with. The multitude of fee
structures, revenue sharing arrangements and investment products make
it challenging to disclose fees in a concise, consistent, and
understandable manner. In this session you’ll learn about the latest
industry trends and regulatory developments regarding fee disclosure,
including efforts to develop uniform industry disclosure standards.
