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Retirement plan fiduciaries have an obligation to carefully review their service arrangements with providers, including TPAs and recordkeepers, to ensure that appropriate services are provided and to negotiate favorable terms and pricing. The DOL fee disclosure regulations, coupled with a recent increase in participant lawsuits against employers for failing to monitor plan service providers, raise and further highlight the risks of not having a written agreement in place. Written service agreements are a prudent way for both fiduciaries and service providers to minimize disputes over provided services, but developing an appropriate agreement can be tricky.
This Web seminar is designed for retirement plan practitioners who negotiate or utilize service agreements for retirement plans. The seminar will review many of the best practices and ERISA considerations associated with negotiating service agreements.
Topics include:There are no prerequisites or other advanced preparation for this program. The instructor will assume attendees have a general familiarity with the basic nature of retirement plan service provider relationships.
Level: OverviewNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending this Web seminar, an attendee should be able to:
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