SHRM Webcast: Evaluating and Choosing Retirement Plan Providers
Sponsored by: Raymond James
Program length: 60 minutes
When was the last time your company thoroughly evaluated its retirement plan's recordkeeping and advisory services? How about the Cybersecurity elements of your plan? Whether you are currently satisfied or looking to upgrade, regularly monitoring your service providers is one of your primary fiduciary duties. The industry is evolving rapidly, making benchmarking your plan every few years an absolute necessity. Join us to learn how to evaluate retirement plan providers in the areas of value vs. cost, cyber security protocols, employee communication trends and investment access, among other topics. In less than an hour, you may find ways to save money, save time or both!
There is no registration fee to participate in this webcast, which is eligible for 1 PDC towards SHRM-CP and SHRM-SCP recertification.
SHRM recognizes that HR professionals can play an important role in their employees' retirement independence. Yet, many small and mid-size organizations lack the necessary time and expertise to offer competitive retirement plans. SHRM has an opportunity to help meet these needs through its role in the benefits marketplace and its relationship with Raymond James on a new initiative.
The SHRM 401(k) Solutions by Raymond James offers a cost effective 401(k) plan package that is simple to administer and effective for retirement planning progress. Plan sponsors have an opportunity to outsource various fiduciary functions and improve the offering available to their employees.
Offering a retirement plan can be complicated. This program offers a simple solution making retirement savings straightforward and attainable.
Raymond James is not affiliated with SHRM.
Corporate Advisors Group is not a registered broker-dealer or investment adviser, and is operated independently of Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., and Raymond James & Associates, Inc. (collectively with their affiliates, “Raymond James”). Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC or Raymond James & Associates, Inc., member NYSE/SIPC each a broker-dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. or Raymond James & Associates, Inc. each an investment adviser registered with the SEC.
The following links contain information about their companies (ADV PART 2A) and how we work with them (Solicitor Disclosure) and should be read carefully.
SHRM Certification has approved this webcast for 1 PDC toward SHRM-CP and SHRM-SCP recertification. A program code will be provided at the end of the webcast. The program also meets recertification credit standards set by the HR Certification Institute and other HR certifying bodies, but candidates must manually enter their activity into their records.