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BusinessHub

SWBC's BusinessHub blog is a one-stop resource for business owners and company decision makers.

 

How to Conduct Due Diligence on Retirement Plan Advisers

As our nation’s corporate retirement plans gain increasing attention from regulators, it is important for plan sponsors to document the due diligence they perform to monitor the health of their plans. While this due diligence typically takes the form of fee benchmarking and various types of plan reporting, an effective way to evaluate those consultants providing advisory services to retirement plans has proved elusive.

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Learn the Ins and Outs of Retirement Plan Agreements, Practice Standards and Minutes

As a sponsor of a corporate retirement plan, you have a fiduciary responsibility to ensure that your retirement plan provides the best possible benefit to your employees. The due diligence your employees are owed ensures that decisions made on their behalf have been vetted and undergone a certain level of scrutiny to arrive at the appropriate action.

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The 4 Items You Should Request in an Investment Advisory Services Request for Information

When it comes to choosing a prospective investment advisor for your employees' retirement plan, thoroughly investigating the potential advisor and performing comprehensive due diligence of their firm should be a formal step in your search.

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