Plan Talk: Something Old, Something New – Building Successful Retirement Partnerships

Something old, something new, something borrowed, something blue. The traditional wedding rhyme inspired Retirement Director Ben Rizzuto to contemplate the relationship between a plan sponsor and its participants. Whether it’s a marriage or a retirement plan, it’s important that neither party takes the other for granted.

Tune in to our Retirement Series: Plan Talk for conversations that motivate, inspire and improve your everyday.

Plan Talk: Something Old, Something New – Building Successful Retirement Partnerships - Ben Rizzuto, CRPS®

Key Takeaways

  • Like a marriage, the relationship between a plan sponsor and its participants has normative and legal obligations.
  • Excessive fees, investment policy statement violations, the use of “retail” or expensive shares classes and improper investments have provided the lowest hanging fruit for lawyers representing participants.
  • When it comes to investment selection, process, documentation and consistent monitoring should be a key focus.

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