5.25.2021

Fee Benchmarking Trends, What to Know about PEPs, and a Recap on the Market

In episode 28 of Revamping Retirement, Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation.

Episode 28

In episode 28 of Revamping Retirement, Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson, who lead the employer-sponsored retirement plan practice at CAPTRUST. The two discuss CAPTRUST’s recent fee benchmarking webinar, including the future of fees, structuring fees to make retirement plans more attractive, and what tops the list of fee-related concern for plan sponsors.

Later, Mike Webb shares what plan sponsors need to know about pooled employer plans, or PEPs, in Minute with Mike. To close out the episode, Doss and Matheson are joined by lead investment strategist Sam Kirby to recap the markets, discuss what’s on the minds of plan sponsors, and talk about the retirement tools that can hedge against inflation risk.


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Contributors

Jennifer Doss

Senior Director,
Defined Contribution Practice Leader

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Scott T. Matheson

Managing Director,
Client Solutions

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Sam Kirby

Senior Director,
Investment Strategist

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Michael A. Webb

Senior Manager,
Plan Consulting

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Fiduciary Guidance Retirement Plan Services