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Demo Knowledge Module

Service Providers | For Plan Sponsors and Advisors

Selection and Monitoring

A Quick Overview:

Plan sponsors are not only allowed – but required – to hire service providers when they lack expertise to carry out their fiduciary obligations. When selecting and monitoring service providers, plan sponsors have a duty to do so prudently. This module will help you get started with understanding those obligations.

Utilize this plan sponsor-facing video (or make your own) to help fiduciaries understand their obligations.
Quick tips for advisors to use when presenting to plan sponsor clients.

Resources to support great meetings:

Service Providers Guide

Comprehensive Plan Sponsor-Facing Guide

Service Providers Presentation

Plan Sponsor Sponsor-Facing PowerPoint Presentation

Mini Plan Sponsor Guides:

Service Providers
Peps
Disclosure Requirements
Fee Reasonableness
Service Provider Agreements

Sample Meeting Agenda and Meeting Minutes:

Sample Meeting Agenda
Sample Meeting Minutes

Download and Customize for your Client’s Meetings

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