When: September 8-11, 2019
Where: New Orleans, Louisiana
Archer Faculty: José M. Jara, Esq.
WEDNESDAY, SEPTEMBER 11 (10:45-11:45 a.m. Concurrent Sessions)
How to Properly Conduct an RFP
Speaker: Jose Jara, Partner, Archer & Greiner, P.C., New York, New York
With the continued wave of ERISA fee class action lawsuits, it is critical that plan sponsors and fiduciaries properly select—and monitor—their service providers. One way to ensure this is by periodically taking the plans out to bid. The session will go over critical questions and issues to address during the RFP process, as well as recent court case examples in which the plaintiffs argued that the RFP process was flawed, leading to excessive fees paid by the plan. Get best practices and know the traps for fiduciaries to avoid.
Overview: The Symposium features 2½ days of keynote, breakout and discussion sessions covering a variety of employee benefits topics, curated by your peers and presented by industry experts. You’ll leave with actionable strategies and takeaways on the benefits issues and trends affecting your plan participants.