Confero Spring 2013: Issue 2 | Page 15

you’re referring to is a service provider fee disclosures, which we all had to do with the deadline of July 1, 2012 and obviously going forward in the future any time that we’re going to do business. What the educational outreach needs to be is “hey, we’ve done what we’re supposed to do. We get all the paperwork. We need to make sure that the plan sponsors understand that they need to evaluate and create files about fees being reasonable, about fiduciary steps that they are taking.” And I can tell you from the practices that I’ve dealt with in the Advisor world, in the CPA world, and in the recordkeeper world, the ones who are the best at this are the ones who were following through on it: The ones who are compliance oriented, are educated, and making sure their clients are aware of it. They do it for self preservation, so the clients realize that when somebody comes along and says, “ I can do it better and I can do it cheaper” that that’s not always the case if they are not going to fulfill all the information and detail that the plan sponsor needs to have in their file. So I believe that that outreach has started. What we’re going to see as an industry trend is those people in the advisor world, who are not committed to working quite often with retirement plans (we call them the one or two planners who only have one or two small plans, its not major part of their practice). We are already starting to see industry data where they are disappearing. The anticipated relief in July of this year of updated, investment manager, fiduciary regulations putting more responsibility on the investment manager and on the financial advisors are going to require people to be devoted and experts in the r