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

Personal Pronouns: He/Him/His

Managing Director of Retirement

Qualified Plan Advisors, LLC

Connect Online with this Speaker

Robert Massa is the Managing Director of Retirement in Houston, TX for Qualified Plan Advisors (QPA). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation.

SESSIONS:

Session Type:

Concurrent Session

Competency:

Consultation

Critical Evaluation

Ethical Practice

HR Expertise

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Compensation & Benefits