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Understanding Retirement Plan Vendor Conflicts

Multnomah Group

Jan. 14, 2021
On-Demand
Webinar

Fiduciaries are required by ERISA to monitor service providers to their plan. That includes monitoring for any conflicts of interest. Understanding the ways recordkeeping vendors try to monetize their relationship with your plan is essential in identifying any possible conflicts of interest with your plan's service providers.

During the webinar, we will discuss:

  • the five areas of common monetization we have identified
  • questions you should ask your provider to identify and monitor conflicts
  • strategies to manage and avoid those conflicts

More Information, How to Register