Thinking about evaluating your company’s 401(k) advisor? Here’s what finance leaders need to know. (CFO Magazine Webinar)

What do finance leaders need to know when evaluating their 401(k) advisors? North Pier’s Managing Partner Jim Scheinberg & Senior Consultant Gregory Metzger recently hosted a webinar with CFO Magazine on best practices for plan sponsors, as well as what to avoid, when monitoring and selecting advisors. This webinar explores:

  • What’s driving plan sponsors to evaluate their advisors, including regulations and case law.
  • What to expect in a typical advisor evaluation and RFP.
  • Different routes plan fiduciaries can take if they embark on a search.

Watch or listen to the recording below.

 

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