Mike Barry
PRESIDENT; PLAN ADVISORY SERVICES GROUP
The future of DC outsourcing
October 2019
This paper provides an overview on DC outsourcing, covering everything from the fundamentals (why, what, and how to outsource), contracting, and issues of residual fiduciary liability.
Outsourcing: Prudent selection and monitoring of your outsourcing provider
October 2019
This paper discusses what prudent selection and monitoring of an outsourcing provider involves for defined contribution (DC) plans.
What to outsource?
October 2019
This paper explores how DC plan sponsors should think about what functions to outsource and provides a client case study challenge, including Russell Investments’ solution and outcome.
Selecting a DC plan outsourcer
September 2019
This paper examines three basic principles that should guide the selection of a DC outsourcing provider and three types of firms that provide outsourcing services.
Fiduciary outsourcing: What liability does the sponsor retain?
July 2019
How much ERISA fiduciary liability can a plan sponsor/employer avoid or “outsource” using an outsourced CIO approach? This paper addresses that very question.