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Retirement Plan Academy: Record-keeper Acquisition: Is Your Provider Next?

Thursday, March 31, 2022 at 10:00 am - 11:00 am EDT

  • « Retirement Plan Academy: 2022 Investment Themes and Portfolio Changes
  • Retirement Plan Academy: Department of Labor Best Practices for Target Date Funds »
Trust Company Events Calendar Graphic Retirement Plan Academy

Over the past decade, the universe of retirement plan record-keepers has shrunk from 400 to about 150 as providers have acquired competitors. Recently, Empower acquired Prudential’s record-keeping business, Ascensus acquired BB&T’s, and Principal acquired Wells Fargo’s. These acquisitions have forced unexpected changes for plan sponsors.

Join us and representatives of Fiducient Advisors as we discuss:

  • Why providers are consolidating
  • Recent acquisition activity
  • What this means for plan sponsors and participants

About Retirement Plan Academy

Employers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help.

Build your knowledge of retirement plan topics through concise monthly virtual and in-person workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors, whether clients of The Trust Company of Tennessee or not.

Society for Human Resource Management (SHRM), HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.

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Details

Date:
Thursday, March 31, 2022
Time:
10:00 am - 11:00 am EDT

Venue

The Trust Company of Tennessee
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919 United States
+ Google Map
Phone:
865-971-1902

Organizer

The Trust Company of Tennessee

Other

Registration:
https://register.gotowebinar.com/register/398207247456155404
  • « Retirement Plan Academy: 2022 Investment Themes and Portfolio Changes
  • Retirement Plan Academy: Department of Labor Best Practices for Target Date Funds »

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(865) 971-1902
info@thetrust.com

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