Selecting the best recordkeeper for retirement plan participants and monitoring that recordkeeper are part of a plan sponsor’s fiduciary duties. Consolidation in the industry has continued at a steady pace and recordkeepers compete with technology and other services, so it is getting more difficult for plan sponsors to discern the best choice for their plan from others.
Join PLANSPONSOR for a webinar in which industry sources will discuss:
What plan and participant needs to take into consideration when benchmarking recordkeepers;
The differences between a request for information (RFI) and a request for proposals (RFP) and when plan sponsors need to issue one; and
Where to find information to help plan sponsors benchmark their recordkeeper.