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
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