Demo Knowledge Module
Service Providers | For Plan Sponsors and Advisors
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.
Resources to support great meetings:
Comprehensive Plan Sponsor-Facing Guide
Plan Sponsor Sponsor-Facing PowerPoint Presentation
Mini Plan Sponsor Guides:
Sample Meeting Agenda and Meeting Minutes:
Download and Customize for your Client’s Meetings
YOU MAY ALSO LIKE
Related Posts
SEC Issues Exam Priorities for 2026
In an annual notice that chief compliance officers (CCO) look forward to receiving with trepidation, the …
The Compass: Trends in Profit-Sharing and 401(k) Plans
The Plan Sponsor Council of America (PSCA) has just published its 67th annual survey of profit-sharing and 401(k) …
DOL Updates Cybersecurity Guidance
In September 2024, the Department of Labor (DOL) issued “new” guidance for plan sponsors, plan fiduciaries …