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When it comes to selecting service providers for your retirement plan, you should follow an objective process in order to make a well-informed decision to enter into, extend or renew an arrangement to provide services to your plan and/or your employees.
There is a lot you need to keep track of. Download our guide to explore:
- An overview of your fiduciary responsibilities
- How to evaluate disclosures
- Ongoing monitoring of service providers
- How to include cybersecurity in your evaluations
Check out our other Plan Sponsor Guides
Plan Sponsor Guide: Governance & Documentation
This guide will assist you in understanding your fiduciary obligations and properly allocating and/or delegating responsibilities through a plan committee and helps provide a consistent and repeatable framework for managing and documenting your ongoing fiduciary duties.
Plan Sponsor Guide: Administration & Reporting
Understanding what’s required in the administration of the retirement plan can help you avoid being the subject of a regulatory investigation. We've developed a guide to help plan sponsors like you ensure nothing falls through the cracks.
Plan Sponsor Guide: Selecting & Monitoring Investments
Selecting and monitoring investments for your plan is one of your primary responsibilities as a plan sponsor. This guide will help you understand your duties and implement a process to manage fiduciary risk, saving valuable time for you and your employees.