Meeting/Event Information

So What Exactly Are We Paying For? Arriving at Your Retirement Plan’s Actual Cost Percentage

June 09, 2021
2:00 PM - 5:00 PM
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Top Golf
4050 W Costco Dr.
Tucson, AZ 85741
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So What Exactly Are We Paying For? Arriving at Your Retirement Plan’s Actual Cost Percentage

Wednesday, June 9th, 2021
2:00 - 5:00 PM

Topgolf Tucson
4050 W Costco Dr.
Tucson, AZ 85741
More information about Topgolf here

Following the indoor program presented by Matthew Gromek, we will move to the covered hitting bays (fitted with fans for the summer) for some fun!
Appetizers will be provided. 

Limited capacity. Members only. Maximum three (3) registrants per company/organization! 
Members may invite their CEO, COO or President at the member price (see registration form for details).

Presented by:

Matthew J. Gromek, CRPS, QKA, CPFA
Associate Account Executive
Mutual of America Financial Group

View Matthew's full bio here!

Overview:

As a fiduciary, the Department of Labor expects retirement plan sponsors to evaluate plan costs for reasonableness every 2-5 years.  How do we do this without racking up another bill, engaging a consultant, or asking the current plan provider to execute?  This presentation will provide an overview of provider cost centers, common roles as a service provider, how to assess value of services, and finally how to pull in all the data to arrive at your plan’s total cost percentage.


Learning Objectives:

- Understand provider roles of retirement plans
- Evaluation of services in comparison to fees assessed
- Understand what plan cost percentage means for fiduciaries


HRCI pending and SHRM approved!

Tickets

$10.00 Member Ticket

$10.00 CEO, COO or President Guest

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So What Exactly Are We Paying For? Arriving at Your Retirement Plan’s Actual Cost Percentage

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2:00 PM - 5:00 PM

Top Golf
4050 W Costco Dr.
Tucson, AZ 85741

Member Only Event in collaboration with Mutual of America

Read More

Register Now

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