Webinars & Seminars

LIVE WEBCAST: Benchmarking Your Retirement Plan Provider(s)

In a very special forum – free and exclusively for plan sponsors – the editors of PLANSPONSOR and PLANADVISER magazines along with the attorneys at McAfee & Taft, invite you to join us and a panel of industry experts — including one of the nation’s leading benchmark/search consultants, Michael W. Kozemchak; one the nation’s top ERISA attorneys, McAfee & Taft’s J. Dudley Hyde; and one of the nation’s leading retirement plan providers, Joe Fournier, CFA, CEBS — to discuss what every plan sponsor needs to know about benchmarking their provider(s) including:

  • Forces Moving Sponsors to Benchmark their Providers or conduct a search for a replacement provider
  • Fact and Fiction regarding Benchmark Studies and Provider Searches
  • Pros and Cons of a single provider search for a Total Bundled
  • Provider vs Separate Searches for each plan
  • Benchmarking ~ Fees, Services, Plan Provisions and the Providers
  • Performance in comparison to marketplace and vs 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 2007
 
January 17, 2008, 1:00 PM - 2:00 PM