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EBP2031 - Adding Value through Plan Governance: For EBP Sponsors and Auditors - Presented by Ashford Investment Advisors

‐ Nov 11, 2020 11:15am

If administering an employee retirement plan feels like running a second business, that's because it is! This session will appeal to auditors and plan sponsors alike as they navigate the world of retirement plan governance. This session will show EBP auditors how to add value to their audits through key observations on plan governance issues. Likewise, this session will empower plan sponsors to take a more active and structured approach to plan governance within their organization. Both will add value to the plan and ultimately result in better retirement readiness for participants.

Plan governance issues to be discussed include:
-EBP Oversight Committees/Boards: What is the purpose and structure?
-Plan performance issues: When and how do we make changes?
-Service providers: Who is really looking out for participants?

Learning Objectives:

  • Identify the primary plan governance documents and why each is important.
  • Evaluate methods to monitor investment performance and when to make changes to fund lineup.
  • Understand the role and responsibilities of various service providers.


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