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Daybright Financial
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Mergers & Acquisition Specialist Compass
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The Pension Source
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Combo Retirement Plan Administrator Strongpoint Partners
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Compass
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Senior Client Service Specialist EPIC RPS
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Strongpoint Partners
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Automotive Industries Trust Funds
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Pentegra
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Independent Retirement
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Relationship Manager for Defined Benefit/Cash Balance Plans MM Daybright Financial
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Provider Due DiligencePLANSPONSOR |
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June 19, 2023 On-Demand Webinar |
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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. |