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.
- 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).