July 24 | 3 - 4:00 PM ET
Credits: CTP/CCM: 1.2 | FPAC: 1.2 | CPE 1.2 | CPE Field of Study: Management Services
Learning Objectives
- Identify the key metrics for evaluating your recordkeeper
- Compare plan costs and services against industry benchmarks
- Uncover hidden or indirect fees
- Assess fiduciary support and compliance practices
- Decide when it’s time to renegotiate or switch providers
Webinar Description
Is your retirement plan delivering the value your employees deserve—and that you, as a fiduciary, are required to ensure? Join us for an insightful webinar designed to help plan sponsors, HR leaders, and finance professionals understand how to effectively benchmark their retirement plan provider. We’ll break down the essential components of a competitive and compliant retirement plan, from fees and investment performance to technology and participant support. Whether you're looking to enhance plan outcomes, reduce costs, or fulfill fiduciary duties more confidently, this webinar will equip you with the tools and insights to make informed decisions.
Speakers
Tom Hunt, CTP
Director of Treasury Services and Payments
AFP
Shelly Howard-Horwitz
Managing Director
World Investment Advisors
Taylor Chipp
Senior Vice President, Client Services
World Investment Advisors
Gloria Griesinger, CTP
CEO & Founder
Gsquared Consulting, LLC
Prashant Mehta, CTP, CFA
Vice President, Treasury
Intertape Polymer Group
Tom Wolfe, CTP
Manager of Treasury
Third Lake Solutions