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View More Worldwide Employee Benefits Network [WEB] - Atlanta Chapter Webcasts and Conferences

Observations from Recent RFP's for 401k Recordkeepers

Worldwide Employee Benefits Network [WEB] - Atlanta Chapter

Mar. 21, 2019
11:30 a.m. - 1:30 p.m.

This month’s program features local experts in the Retirement Plan industry.  These experts have done more than 20 Recordkeeper searches for Employers over the last 12 months.  This is a rare opportunity to get your questions answered whether you are currently considering or in the middle of a search process.

Discussion topics will include:

  • Panelists provide observations of vendor search changes over the last few years including innovations.
  • Employer prospective of the vendor search process
  • Consultant perspective of the vendor search process
  • Common mistakes employers encounter that prevent a positive outcome.
  • How to engage an expert to maximize your time & success of the search
  • Why do employers need to do a vendor search?

Moderator: Mark McCoy


  • Claire Chotiner, Vice President, LCG Associates
  • Tammy Hughes, Senior Consultant,  Willis Towers Watson

3368 Buckhead Road NE
Atlanta, Georgia

Free parking available in parking deck only

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