Andrew Douglass Presents Webinar on "Evaluating & Monitoring Service Providers for Your Company's 401(k) Plan" with SageView Advisory

NGE and SageView presented an in-depth look at current best practices for evaluating and monitoring service providers for your company's 401(k) plan.

Andrew Douglass, partner in NGE's Employee Benefits and Compensation Group, was joined by Kevin Kaiser, Senior Investment Advisor, and Chris Reagan, Managing Director of SageView Advisory. They guided the audience through the latest trends to navigate the contractual arrangements with recordkeepers and other service providers.

In this webinar, the audience learned the following:

  • How to identify and assess the fees, proper scope of services, and contractual risks considerations associated with third-party service providers for 401(k) plans and other retirement plans.
  • Strategies for negotiating services agreements that protect your company and enhance outcomes for your employees.
  • Tips for ongoing monitoring and evaluation of plan service providers.