Search Schedule

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
Workplace Application:
Choosing the right 401(k) provider has fiduciary implications for your organization and long-term effects on your employees’ well-being. 

Are you in the market for a new 401(k) service provider? Do you know how to go about the search? 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
Robert Massa, Managing Director,
Qualified Plan Advisors, LLC