Featured Jobs

ERISA & Employee Benefit Specialist / Paralegal (New York NY)

Pension Practice Director (Louisville KY / Telecommute)

Retirement Plan Administrator (Kennett Square PA)

NQ Client Services Manager (Lake Mary FL / Dallas TX)

Senior Qualified Plan Administrator (Miamisburg OH)

Regional Sales Vice President, Outside Retirement Sales Consultant (Marlton NJ / Telecommute)

Compliance Manager (Ponte Vedra Beach FL)

Compliance Administrator III (Chico CA / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More University Conference Services Webcasts and Conferences

Due Diligence: A Guide to Evaluating Retirement Investment Advisors

University Conference Services

Jan. 28, 2015
Recorded Online
Webcast

As our nation’s retirement plans gain increasing attention from regulators, it is important for plan sponsors to document the due diligence they perform for their plans. While this due diligence typically takes the form of fee benchmarking and various types of plan reporting, an effective evaluation of those providing advisory services to retirement plans has proved elusive.

During this webinar we will walk through a simple questionnaire plan sponsors can use to document their evaluation of a current or prospective advisor for their plan. We will cover the answers sponsors should look for and the logic behind the direction of the questions included as part of the tool. The goal is for plan sponsors to walk away with an actionable solution they can implement quickly.

Presenter: Bradley D. Ferguson, Vice President, Institutions, SWBC Retirement Plan Services

Continue by clicking on the following link:
https://ucs.adobeconnect.com/p1db9jd2vuv/

© 2019 BenefitsLink.com, Inc.