Meet all the key players involved in designing, administering and growing a retirement plan. Review the unique responsibilities of plan sponsors, trustees, fiduciaries, retirement plan committees, investment consultants and managers, actuaries, recordkeepers and third-party administrators (TPAs), and learn how to manage relationships with each of these groups.
- Retirement Plan Decision Making
- Fiduciary Responsibility for Plan Investments
- Plan Investment Options
- Types of Vendors
- Managing Vendor Relationships
View full course outline [PDF].