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Monday, September 26, 2011

3:30 PM - 4:20 PM
Track: Retirement and Personal Finance View Track

401(K) PROVIDER SEARCH (1 CPE CREDIT)

Wayne Bogosian, Founder, President & Managing Director, PFE ADVISORS, INC.
Greg Limoges, CCP, CBP, Vice President, Global Compensation, Benefits and HRIS, FORRESTER RESEARCH, CAMBRIDGE

  • At its peak in the early 1990s, there were over 2,000 record-keepers serving retirement plans – today there are fewer than 60
  • In light of service provider profit pressures from declining margins, sponsor fee sensitivity caused by litigation and DOL fee-disclosure regulations, how do plan sponsors find the right 401(k), 403(b) and non-qualified plan service provider at the right price?
  • What should sponsors be asking for/insisting upon regarding: provider relationship, search criteria, investment structure and investment manager flexibility, fees and contract terms.
  • Learn how to compare vendors and determine who is best to handle provider searches –internal staff, consultant, or broker?

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