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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

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 vs. sponsor fee sensitivity caused by DOL fee-disclosure regulations, how does a plan sponsor find the right 401(k), 403(b) and non-qualified plan service provider at the right price?
  • Learn how to compare vendors and decide who should handle the search – internal resource, consultant, or broker, etc…
  • Meet the challenge of restructuring provider relationships, establish search criteria, select a multi-manager investment line-up and negotiate relationship terms/fees.

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