Description

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:

• Understand the importance of documenting the process and key considerations
• Identify key decision points along the decision process.
• What documentation is required to be transferred to the employer concurrent with changes in vendors?

Speaker(s):

• Christopher Shankle, CPA, Senior Vice Presidnet, Argent Financial Group, Inc
• Frank Porter