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Employee Benefit Plans Conference 2020

EBP2037 - Successful Navigation of Plan Vendor Changes

Nov 11, 2020 12:50pm ‐ Nov 11, 2020 2:05pm

Standard: $49.00


Please join our session where we will discuss a variety of considerations involved in changing retirement plan vendors.  The discussion will not be limited to changes in recordkeepers, but will also address issues such as investment option changes, target date funds and other fiduciary services (Trustee, 3(16), 3(21) and 3(38)) and considerations in their use within your plan.

Learning Objectives:
  • Recall the importance of documenting the process and key considerations
  • Identify key decision points along the decision process.
  • Outline what documentation is required to be transferred to the employer concurrent with changes in vendors


  • Christopher W. Shankle, CPA, CGMA, Senior Vice Presidnet, Argent Financial Group, Inc
  • Frank Porter, APA, QKA, QPA, Head of Institutional Business Development, Empower Institutional
  • Kim Moynihan, Managing Director, State Street Bank and Trust Company

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