Review and Negotiation of Retirement Plan Service Provider Agreements
Tue, Feb 10
|Virtual Event
Join the International Foundation for a members-only webcast for timely insights into retirement service provider agreements, fiduciary responsibilities, and what to consider when evaluating providers or RFPs.
Time & Location
Feb 10, 2026, 10:00 AM – 11:00 AM EST
Virtual Event
Guests
About the event
Retirement plan sponsors are increasingly responsible for understanding, selecting, and monitoring their retirement service providers—especially in today’s evolving fiduciary landscape.
This session will provide a practical overview of retirement service provider agreements, key ERISA fiduciary considerations, and what plan sponsors should evaluate when issuing or responding to a Request for Proposals (RFP). Attendees will leave with a clearer understanding of material contract terms, negotiation considerations, and recent developments impacting retirement plans.
Whether you are reviewing an existing agreement or preparing for an upcoming RFP, this session is designed to offer actionable insights and real-world guidance.
This class is eligible for 1 CE credit.