Sessions

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Concurrent Session
It’s Time to Search for a 401(k) Service Provider. Okay, Now What?
Tuesday 06/30/2020 02:00 PM - 03:15 PM Add to calendar
| Competencies: Consultation, Critical Evaluation, Ethical Practice, HR Expertise
Choosing the right 401(k) provider has fiduciary implications for your organization and long-term effects on your employees’ well-being. 

This session provides plan fiduciaries the tools they need to run an effective vendor search for a 401(k) plan provider while meeting all of your fiduciary obligations under ERISA.

Learning Objectives:

  • Learn the key components to be included in a vendor RFP.
  • Learn the process to review, quantify and summarize the data for your committee.
  • Learn about the project plan you’ll want to employ.
  • Learn the key things to look for (data integrity issues, contract terms, reviewing the recordkeeper’s SSAE18).
Robert Massa Photo
Presenter:
Robert Massa, Managing Director,
Qualified Plan Advisors, LLC