Reviewing Retirement Plan Service Agreements

Are you navigating the complexities of retirement plan service agreements? Do you want to ensure you're equipped with the knowledge to understand how the contract operates and ERISA considerations, as well as gain tips on pre-contract preparations and contract review? Davis Wright Tremaine and Multnomah Group are presenting a joint webinar to help guide you through retirement plan service agreements.

During this insightful webinar, we cover:

• Contract Law Basics: Learn some fundamentals of contract law and how they apply to retirement plan service agreements.
• ERISA Considerations: Explore the crucial aspects of the Employee Retirement Income Security Act (ERISA) and its implications for retirement plan service agreements.
• Pre-Contract Preparation: Consider essential steps to take before entering into a retirement plan service agreement to ensure a smooth and favorable outcome.
• Contract Review Techniques: Learn practical strategies for effectively reviewing retirement plan service agreements, including identifying key provisions and potential pitfalls.

Whether you're a seasoned professional or new to the field, this webinar provides valuable information to enhance your knowledge and confidence in managing retirement plan service agreements.

Presenters:
Stuart Harris, JD
Partner
Davis Wright Tremaine

Erik Daley, CFA
Managing Principal
Multnomah Group