Webinar: Plan Progress: Benchmarking Your Recordkeeper by PLANSPONSOR

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About This Webinar

Selecting the best recordkeeper for retirement plan participants and monitoring that recordkeeper are part of a plan sponsor’s fiduciary duties. Consolidation in the industry has continued at a steady pace and recordkeepers compete with technology and other services, so it is getting more difficult for plan sponsors to discern the best choice for their plan from others.

Join PLANSPONSOR for a webinar in which industry sources will discuss:
What plan and participant needs to take into consideration when benchmarking recordkeepers;
The differences between a request for information (RFI) and a request for proposals (RFP) and when plan sponsors need to issue one; and
Where to find information to help plan sponsors benchmark their recordkeeper.

Presenters

Alison Mintzer

Rebecca Moore

Managing Editor-Digital, PLANSPONSOR

Ben Taylor

Vice Chair of SPARK’s Data Security Oversight Board

Ben Taylor is Vice Chair of SPARK’s Data Security Oversight Board. SPARK’s Data Security Oversight Board (DSOB) is a 63-member Board made up of recordkeeper chief information security officers (CISOs) and members of the plan sponsor consultant community. It was formed to develop a working dialogue between those responsible for providing plan and participant security with those representing plan sponsors, who have an important role in questioning how their plans and participants are being protected. It recognizes the need for vendors to keep private and confidential various aspects of the means employed to protect systems and data, while also balancing the need of plan sponsors to understand and be confident that their plan and participants are being adequately served. As part of its role the DSOB defines industry best practices and shares relevant research into ways the industry can better protect data and systems.
Ben earned a BA from Reed College, a master’s of international political economy and development from Fordham University, and a master’s of public policy from Harvard University’s Kennedy School of Government.

Kerrie Casey

Retirement Plan Consultant for SageView Advisory Group

Kerrie Casey is Retirement Plan Consultant for SageView Advisory Group’s Boston practice. Kerrie works with both for-profit and not-for-profit clients, assisting with plan reviews, recordkeeping relationships and advising on plan design, compliance, fiduciary oversight and investment consulting issues. Kerrie partners with her clients to ensure their retirement plans are aligned with the organization’s culture and philosophy to help their participants plan for a successful retirement.
Kerrie joined SageView in 2015 as a Retirement Plan Consultant and has 19 years of financial services industry experience centered on defined contribution participants and plan sponsors. In her roles, she has helped clients with plan design, plan compliance, fiduciary governance, investment selection and employee engagement as she has partnered with them to oversee and manage their retirement plans.
Kerrie has a B.S. in Finance from Bentley College, and an M.A. in English from UMass Boston.

Tim Rouse

Executive Director, SPARK Institute

Tim Rouse is Executive Director at SPARK Institute. Tim has over thirty-five years of experience in the financial services industry mainly within retirement services of large mutual fund companies. For the past thirty years Tim has worked with major plan sponsors in state and local governments, corporations, Taft-Hartley plans, nonprofit hospitals, colleges, and universities. Over his career Tim has worked with Voya Financial, Fidelity Investments, ICMA Retirement Corporation and The Vanguard Group.
Tim is a former President of the National Association of Government Defined Contribution Administrator (NAGDCA)’s Industry Board and a graduate of Villanova University.