401(k) Fridays Podcast

Should I Stay... or Should I Go?

Informações:

Synopsis

Episode Overview Have you ever wondered why other employers and plan sponsors either stay with or make changes to their retirement service providers?  Has it been a little while since you have been out to the market to evaluate your retirement service partners and want to what your peers are looking for in record keepers and consultants?  If so, then my conversation with Josh Dietch, Managing Director at Chatham Partners should be helpful!  Who is Chatham Partners and how can they speak credibly about what employers are thinking?  In short, they are the go to firm the retirement industry uses to gather feedback on their services and analyze why they either were successful or not in a securing or retaining relationships with employers.  During my conversation with Josh, we hit on so many great topics such as the valued and commoditized offerings of retirement service providers, how the drive for low fees is forcing providers to ration service, the paradox of participant education and how the new DOL fiduciary