Vendor Management (16)

The Importance of Written Agreements with Retirement Plan Vendors

Created by Kelly Knudsen, Modified on Wed, 7 Aug, 2024 at 1:04 PM by Kelly Knudsen
What Information Should Be Included in Fee & Services Disclosures?

Created by Kelly Knudsen, Modified on Fri, 9 Aug, 2024 at 10:02 AM by Kelly Knudsen
Understanding Retirement Plan Vendor Disclosure Requirements Under ERISA

Created by Kelly Knudsen, Modified on Fri, 9 Aug, 2024 at 10:13 AM by Kelly Knudsen
How Plan Fiduciaries Can Ensure a Retirement Plan Vendor's Compensation Is Reasonable

Created by Kelly Knudsen, Modified on Fri, 9 Aug, 2024 at 10:25 AM by Kelly Knudsen
Understanding Managed Account Vendors for ERISA Plans

Created by Kelly Knudsen, Modified on Tue, 3 Sep, 2024 at 1:58 PM by Kelly Knudsen
What is a Chief Investment Officer (CIO)?

Created by Kelly Knudsen, Modified on Wed, 4 Sep, 2024 at 9:35 AM by Kelly Knudsen