Practical writing for plan committees on provider searches, due diligence and documentation.
A practical checklist for reviewing your advisor, recordkeeper, TPA and auditor each year, and what to put on the record.
Read →From setting criteria to documenting the decision: how a committee runs a fair, comparable search.
Read →Minutes, fee reviews and provider monitoring: what a reviewer expects to see, and the gaps that are easy to leave.
Read →We'll show you where Perseptiv fits.