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How Should A Plan Sponsor Evaluate Their Current Defined Benefit/Defined Contribution Plan Investment Consultant?

Sponsored By UBS Financial Services, Team Sellery

Topics:: Compliance & Governance > ERISA/HIPAA; Employee Benefits & Human Capital > 401(k) , Defined Benefit

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Abstract:: It was the fall of 2008. We had an introductory meeting with the CFO of a publicly traded company. It came to a defining moment when we asked how he was evaluating the current contribution of his plan Consultant. With a confused look, he replied, "I don't know, you're a Consultant, how should I evaluate them?" I replied that our industry had not been quick to write papers on how we might be replaced. The CFO then challenged me to write one anyway. After nine months of research, three books and two additional professional designations, I wrote this article in response. I hope it stimulates your thinking. - Cliff Sellery, Sr. VP - Investments, CIMA, CFP, CRPS, AIF

DETAILS

Sponsored by: UBS Financial Services, Team Sellery

Released: September 27, 2010

Length: 1 pages

Format: PDF (219 kb)

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