Our retirement plan vendor conflicts resources help you identify, monitor, and avoid any conflicts with your plan's service providers + a worksheet to assist in asking the right questions about potential conflicts.
Download our reporting to the board plan sponsor resource for a deep dive into what information needs to be reported to the Board + much more.
Meeting minutes capture the discussion and decisions of the investment committee. Several sets of meeting minutes help weave together the story of the actions the committee has taken related to their retirement plan. Our resource walk through what plan sponsors should know about this documentation.
This webinar focuses on the documentation plan fiduciaries need to maintain in their records. Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan. It is also critical when addressing any legal or regulatory inquiries.
Hear from members of our Vendor Services Committee as they walk through why understanding the ways recordkeeping vendors try to monetize their relationship with your plan is essential in identifying any possible conflicts of interest with your plan's service providers.
A toolkit for plan sponsors to help understand what default investment options are available and why target date funds are the most popular.
A toolkit for plan sponsors to better understand how to conduct a successful recordkeeping RFP.
A review of the DOL's 8 guidelines for target date funds.
A dive into the history of QDIA and which type of QDIA might work best for your retirement plan.
Read our in-depth look at target date fund glidepath ranges.
Planning to conduct a recordkeeping vendor search? Here are the steps to follow for a best practice search.