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Columbia Benefits, LLC
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BPAS
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Daybright Financial
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Daybright Financial
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The MandMarblestone Group, llc
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Actuary

The Pension Source
(Remote / Stuart FL / Abilene TX)

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Provider Due Diligence

PLANSPONSOR

June 19, 2023
On-Demand
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Selecting and monitoring service providers is an Employee Retirement Income Security Act fiduciary duty for plan sponsors, and the service provider market keeps evolving via mergers and acquisitions. Plan sponsors need to do their due diligence not only for the initial selection of service providers, but also when there is a major change. Join PLANSPONSOR for a discussion about the changing provider landscape, what factors need to be considered in the selection and monitoring of service providers and plan advisers and tools that can be used both for searches and to document that sponsors have met their fiduciary duty.

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