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EBP2326 - A Fiduciary Journey: Case Studies in Best Practices

‐ May 9, 2023 8:50am

Come hear how a plan auditor who is part of his Retirement Committee completed an RFP for an investment advisor and recordkeeping platform while another former plan auditor part of his plan’s Retirement Committee went through a full plan benchmarking study. Lots of learned skills to share and discuss.

Learning Objectives:

  • Identify what is needed for a successful RFP process and due diligence in hiring an investment advisor.
  • Differentiate a process that is rife with potential conflicts of interest or other characteristics where the fiduciary needs to bring an understanding of how prices and determined.




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