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.
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