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Retirement plan vendors play a major part in ensuring participants' needs are met, especially the most visible vendor - the recordkeeper. Plan sponsors pour their attention and critical analysis into hiring the right service providers. However, effectively monitoring them after onboarding can be tricky. Fortunately, monitoring a recordkeeper can become a regular part of your vendor oversight activities, especially with a well-constructed agreement as a basis. What are the important components to a service level agreement? How do you monitor your relationship with them? How strongly should you insist that the recordkeeper place fees at risk? How can you leverage the monitoring process to improve future vendor selection?
About the Speakers
Scott Cohen, Investment Consultant, Bellwether Consulting
Scott is an Investment Consultant, Partner, and Founder at Bellwether Consulting, where he is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. His practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance. He received a B.A. in Economics from Rutgers University and an M.B.A. in Finance from Fairleigh Dickinson University.
Jacob Finkel, CFA, Investment Consultant, Bellwether Consulting
Jacob is an Investment Consultant and Partner at Bellwether Consulting, where he is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. His practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance. He received a B.S. in Mechanical Engineering from Pennsylvania State University and a Masters of Quantitative Finance from Rutgers University. In addition, Jacob holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of New York.
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