This session is appropriate for all human resources professionals, including individuals who manage or have oversight responsibility for their employer’s qualified retirement plan.
This session will allow the participants to learn
- Understand the basics of fiduciary responsibilities
- Learn how to evaluate your organization’s plan Advisory needs
- Learn prudent and practical steps for benchmarking, evaluating and ensuring Value in your organizations Advisory relationship
Securities and Exchange Commission
Selecting and Monitoring Pension Consultants – Tips For Plan Fiduciaries
Department of Labor
Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
Best Practices For Plan Investment Committees
Chapter 8: Hiring a Pension Consultant
North Pier Fiduciary Management
We have Questions. – Do You Know the Answers?
A Due Diligence Resource for Retirement Plan Sponsors
How to Evaluate your Retirement Plan: Advisors, Investment Committees and Providers