Selecting the right recordkeeper is a critical decision, and advisors play a central role in that process. This session will provide a practical, end‑to‑end framework for conducting a recordkeeper search, from identifying when a search is warranted to managing the process and supporting a well-documented final decision.

Advisors will walk away with best practices, common pitfalls to avoid, and actionable strategies to help plan sponsors compare providers and select a recordkeeper that aligns with their plan objectives and fiduciary responsibilities.

By the end of this session, participants should be able to:

• Identify when a recordkeeper search is appropriate, including common triggers such as service concerns, pricing, plan growth, regulatory changes, and evolving client needs.
• Describe a structured, repeatable recordkeeper search process, from planning and data gathering through finalist presentations.
• Apply best practices to manage and execute a successful search, including setting timelines, engaging stakeholders, and maintaining momentum throughout the process.