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Selecting An Advisor, Practical Steps for Benchmarking, Evaluating and Ensuring Value

Selecting An Advisor, Practical Steps for Benchmarking, Evaluating and Ensuring Value
November 8, 2012 at 2:00 - 3:00 PM ET
Brant Griffin, Partner and Co-Founder (North Pier Fiduciary Management)

Selecting the Right Advisor for Your Company’s Retirement Plan

Prudent and Practical Steps for Evaluating, Benchmarking and Ensuring Value

Within the human resource profession, it is an understanding that selecting the right person for any job is crucial. This webinar will hope to show that selecting the right Advisor for your company’s retirement plan is deemed just as important. Especially since making a prudent selection is mandated by Federal law (ERISA).

Retirement plan fiduciaries (and others with plan oversight responsibility) have an elevated responsibility when tasked with selecting or evaluating an Advisor. This session will provide you with a background and tools so you and your organization can make educated decisions when involved in an Advisor search or evaluating an existing Advisory relationship.

The session begins by delving into the basics of fiduciary responsibility and the importance of understanding the unique differences of Advisory firms. To provide a historical context to the discussion, North Pier will review the evolution of the qualified plan advice market and provide a frame of reference for the remainder of the webinar. We will touch on how you can assess your organization’s advisory needs before we investigate the distinct cultures and business models that exist among Advisory firms and the resulting trade-offs. We will also discuss and provide the necessary tools to identify and recognize business practices of Advisory firms that are conflicts and that may affect the advice provided to you and your employees.

Finally, we will review plan sponsor best practices your organization may employ in evaluating your plan’s Advisory relationship to ensure that you are receiving the optimal set of Advisory services for your plan at a competitive price.

This session provides an open forum where you will also have the opportunity to ask questions and address any concerns regarding your organization’s plan Advisory arrangements.

Who Should Participate
This session is appropriate for all human resources professionals, including individuals who manage or have oversight responsibility for their employer’s qualified retirement plan.
What You Will Learn
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
Recommended Resources
  • Securities and Exchange Commission
  • Selecting and Monitoring Pension Consultants – Tips For Plan Fiduciaries
    Click here
  • Department of Labor
  • Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
    Click here
  • Rocco DiBruno
  • 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
    Retirement Benefits
    Plan Options
    Healthcare Legislation and Compliance
    Benefits - Cost Containment, Audits and Legal Risks
    Presented by
    speaker spacer
    Brant Griffin
    North Pier Fiduciary Management

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    North Pier Fiduciary Management
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