0       0

Employee Benefit Plans Conference 2020


EBP2054 - Successful Navigation of Plan Vendor Changes


May 5, 2020 3:05pm ‐ May 5, 2020 3:55pm

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):

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content