Trucker Huss, APC is pleased to announce that Director Katuri Kaye served as a panelist for the Pensions & Investments Defined Contribution West Conference session “Cautionary Tales on Finding a New Record Keeper”on October 25, 2021 in San Diego.
Panelists shared strategies on the best ways to effectively do record keeper searches by first identifying the best candidates to consider. The panel also discussed what stumbling blocks plan sponsors need to be aware of related to the following steps:
- Timeline, fees, etc.
- Analyzing bids/efficiently selecting finalists
- Finalist presentations/on-site visits
- Seamless conversions to a new vendor
