At The Podium

Benchmarking Your Retirement Plan Providers and What Comes Next


What every plan sponsor needs to know about benchmarking its provider(s) in 2010 including:

  • Forces moving sponsors to benchmark their providers or conduct a search for a replacement provider—including the aftermath of market turmoil, Provider consolidation, the new Whitehouse initiatives, the Pension Protection Act’s DB funding requirement including FASB 158
  • Recent Developments on the Legislative, Legal and Regulatory Fronts
  • Fact and fiction regarding benchmark studies and provider searches
  • Pros and cons of a single provider search for a total bundled provider versus separate searches for each plan
  • Benchmarking fees, services, plan provisions, and the providers’ performance in comparison with marketplace and versus the needs of your plan participants
  • Required preparation for a benchmark study/provider search
  • Overview of the most common process used today
  • Our results—including highlights from actual benchmark studies/searches completed in 2009
  • Overview of efficiencies/cost savings resulting from bundling of plan services
  • Fee Transparency What to expect
    This webcast is for plan sponsors only
February 16, 2010