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.