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Hidden 401(k) Fees Exposed πŸ’Έ What Accountants MUST Know | Paul Sippil
Episode 166

Hidden 401(k) Fees Exposed πŸ’Έ What Accountants MUST Know | Paul Sippil

Are businesses secretly overpaying their 401(k) fees? And do they even know it? In this episode of the Accounting Insiders Podcast, Gary DeHart talks with forensic 401k consultant Paul Sippil, an independent fiduciary and specialist who analyzes retirement plans to uncover hidden fees, excessive charges, and costly plan structures. They break down: βœ” Why most companies don’t know what they’re paying βœ” How participants end up covering fees without invoices βœ” Percentage-based pricing vs flat-fee models βœ” Fiduciary risks employers and advisors should watch βœ” How accountants can deliver more value to clients βœ” Real strategies to review and negotiate retirement plan fees If you’re an accountant, advisor, business owner, or CFO, this conversation will change how you look at retirement plans.

Accounting Insiders Β· Gary DeHart, Paul Sippil

February 13, 202632m 29s

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Show Notes

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Website: https://paulsippil.com

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Topics

cpa advisorygary dehartaccounting podcastfiduciary responsibilityerisa fiduciaryflat fee 401kclient advisory servicessmall business retirement planspaul sippilforensic 401k consultantrecordkeeper feesplan sponsor responsibilities401k feesaccounting advisory servicesfee for service advisorretirement plan fees