Fiduciaries are required by ERISA to monitor service providers to their plan. That includes monitoring for any conflicts of interest. Understanding the ways recordkeeping vendors try to monetize their relationship with your plan is essential in identifying any possible conflicts of interest with your plan's service providers.
During this webinar, we discuss:
the five areas of common monetization we have identified
questions you should ask your provider to identify and monitor conflicts
strategies to manage and avoid those conflicts
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