Optimize your Retirement Plan

Are you a retirement plan sponsor or business owner feeling overwhelmed by fiduciary responsibilities? Struggling to understand and manage hidden and direct fees? Concerned about optimizing your plan’s fund performance amidst market volatility?

Managing a retirement plan is no small feat. As a plan sponsor, you are entrusted with the responsibility of ensuring the plan is compliant, cost-effective and delivering the best possible performance for your participants.

With the right knowledge and tools, you can confidently navigate these challenges and lead your retirement plan to success. Our upcoming webinar will address these concerns and provide you with practical solutions to improve your plan’s management and outcomes.

Key Topics Include:

  • Fiduciary Responsibilities
    • The importance of acting prudently and diversifying investments to minimize risks.
    • Legal implications and personal liabilities of fiduciary breaches under ERISA.
  • Fee Management
    • Identifying and benchmarking various plan fees, including investment and recordkeeping fees.
    • Strategies for fee transparency and allocation to ensure they are fair and reasonable.
    • The benefits of using fixed per participant fee arrangements over asset-based fees.
  • Fund Performance Optimization
    • Crafting an investment policy statement to guide fund selection.
    • Monitoring fund performance with a formal “watch list” process to replace underperforming funds.
    • Best practices for selecting and documenting Qualified Default Investment Alternatives (QDIA).

Who Should Attend?

  • Business owners
  • Plan sponsors
  • Plan trustees
  • Plan administrators
  • Members of a plan’s investment committee