PLANSPONSOR Roadmap: Fiduciary 101—Outsourcing and Provider Selection

Selecting plan providers is also a fiduciary responsibility under ERISA. This session will cover what to consider and evaluate when selecting recordkeepers, investment managers and advisers. Speakers will also explain the responsibilities of each party—including the plan sponsor—in a 3(16) fiduciary, 3(21) investment adviser or 3(38) investment manager outsourcing arrangement.