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Event

Excessive Fees: Claims Against Fiduciaries

Bret Busacker will be part of a Panel discussion on “Excessive Fees: Claims Against Fiduciaries" at the American Conference Institute, Minimizing Legal Risks in the Design, Implementation & Administration of Employee Benefit Plans.

“Excessive Fees: Claims Against Fiduciaries” topics will include:

  • The Tibble Decision
  • The impact of fees on defined contribution balances
  • The Exclusive Benefit Rule and what ‘reasonable’ fees are
  • The Prohibited Transaction Exemption
  • Fee models and revenue sharing
  • Case Law Review
    • Key issues and basic claims
    • Fiduciary status of service providers
    • Definition of plan assets


A full agenda for the American Conference can be found here. If you would like to attend, you can receive the Speaker Referral rate of $1,611, which is available through August 31. To take advantage of the speaker referral rate, contact Joseph Gallagher (j.Gallagher@americanconference.com) and mention Bret’s name.

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