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MAP Retirement
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Retirement Plan Distribution Specialist ERISA Services Inc.
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Senior Retirement Plan Administrator Daybright Financial
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Retirement Plan Quality Assurance Specialist ERISA Services Inc.
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services
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Retirement Plan Sales Consultant Leading Retirement Solutions
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Senior ERISA Compliance Analyst Employee Fiduciary LLC
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Employee Fiduciary LLC
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Benesch Friedlander Coplan & Aronoff
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The Pension Design Group
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DWC (The 401k Experts)
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TPA Experts
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Director, Retirement Plan Sales (Pooled Employer Plan) Washington Technology Industry Association
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MAP Retirement
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Choosing the Right Retirement Plan AdvisorCAPTRUST Financial Advisors |
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May 15, 2026 On-Demand Podcast |
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In this episode of Revamping Retirement, CAPTRUST’s Audrey Wheat and Matt Patrick sit down with Jake Connors of Cofi to discuss how independent search consultants can help plan sponsors navigate one of their most important fiduciary decisions—selecting a retirement plan advisor. The conversation explores how advisor searches have evolved beyond fees and investments to focus on service, HR support, and accountability, along with common pitfalls sponsors face when going it alone. Looking ahead, the group discusses how a maturing industry is reshaping expectations for both retirement and broader employee benefits oversight. |