Education and Training Solutions

Most employer-sponsored plans outsource some aspect of retirement plan administration. This course discusses the issues administrators should consider when entering an outsourcing arrangement, from the beginning stage of making the decision to outsource all the way to the stage of monitoring a vendor’s performance. The course presents a practical 19-step guide that systematically takes the reader through the entire outsourcing process, including RFP development. A distinctive feature of this course is discussion of how government plans and corporate plans can differ in outsourcing policies and procedures.

3 hours of Continuing Education credit