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Due Diligence: A Guide to Evaluating Retirement Investment Advisors

University Conference Services

Jan. 28, 2015
Recorded Online

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

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