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Plan sponsors can find education and training for their retirement plan committees from several sources, but how best to build one and why are separate questions.
Where to find education and training, how often to meet and how to confirm members are prepared to serve participants well.
November 10, 2021 | Virtual Conference
Consultants, advisers to play key role in PEP market – panel Aon’s Beth Halberstadt Plan consultants and advisers will play a pivotal role in the development of the pooled employer plan market, according to a panel discussion held Thursday at Pensions & Investments' four-day Defined Contribution Spring Virtual Series. "Plan advisers are almost like the catalyst," said Joan Neri, an attorney with Faegre Drinker Biddle & Reath. "They're going to plan sponsors, they're going to meetings and then they're presenting this as an option." Panelists agreed that small plan sponsors would be the ea...