Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Breaking Down Recordkeeping Vendor Searches: The Basics, Benefits and Best PracticesMultnomah Group |
Mar. 24, 2022 Recorded Online Webinar |
Recordkeepers are a critical partner in a successful retirement plan and monitoring their services and fees is one of the most important duties of a fiduciary. Periodic benchmarking can help keep a plan's fees in line with the marketplace but is not a replacement for a full vendor search process. This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more! |