It’s Time to Search for a 401(k) Service Provider. Okay, Now What?

2020 Annual Conference & Exposition
Choosing the right 401(k) provider has fiduciary implications for your organization and long-term effects on your employees’ well-being.

Are you in the market for a new 401(k) service provider? Do you know how to go about the search? This session provides plan fiduciaries the tools they need to run an effective vendor search for a 401(k) plan provider while meeting all of your fiduciary obligations under ERISA.

Learning Objectives:

  • Learn the key components to be included in a vendor RFP.
  • Learn the process to review, quantify and summarize the data for your committee.
  • Learn about the project plan you’ll want to employ.
  • Learn the key things to look for (data integrity issues, contract terms, reviewing the recordkeeper’s SSAE18).
Date(s) & Time(s): 
Tuesday, June 30, 2020 - 2:00pm to 3:15pm
Presenter: 

Robert Massa

Robert
Massa

ROBERT MASSA is the Managing Director for Qualified Plan Advisors (QPA) in Houston, a retirement professional with twenty-nine years of experience. His career has been focused in the investment management and administration of retirement and executive deferred compensation plans, including investment advice, retirement consulting, employee education, compliance and financial wellness. He has been interviewed for various articles in U.S. News and World Report, The Motley Fool, Houston Business Journal, Institutional Investor, the Fiduciary News, TheStreet.com and CFO magazine. In 2016, he was named Retirement Adviser of the Year by Employee Benefit Adviser magazine.

Session Type: 
Concurrent Session
Competency: 
Consultation
Critical Evaluation
Ethical Practice
HR Expertise
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