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Retirement Plan Industry Update and Trends By: Al Holifield, Dan Janich & Tommy Horst

Retirement Plan Industry Update and Trends By: Al Holifield, Dan Janich & Tommy Horst. Holifield ∙ Janich & Associates, PLLC 11907 Kingston Pike, Suite 201 Knoxville, TN 37934 aholifield@holifieldlaw.com djanich@holifieldlaw.com Phone: (865) 566-0115. ERISA Services, Inc.

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Retirement Plan Industry Update and Trends By: Al Holifield, Dan Janich & Tommy Horst

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  1. Retirement Plan IndustryUpdate and TrendsBy: Al Holifield, Dan Janich & Tommy Horst Holifield ∙ Janich & Associates, PLLC 11907 Kingston Pike, Suite 201 Knoxville, TN 37934 aholifield@holifieldlaw.com djanich@holifieldlaw.com Phone: (865) 566-0115 ERISA Services, Inc. 12748 Kingston Pike Knoxville, TN 37934 thorst@erisaservices.com Phone: (865) 966-1225 www.holifieldlaw.com

  2. Retirement Plan Industry Update and Trends • DOL INVESTIGATIONS • Current • What to Expect • What are they Looking For

  3. Retirement Plan Industry Update and Trends • FIDUCIARY REG UPDATE • How does this affect me, the client • How does this affect our advisors • How does this affect our service model

  4. Retirement Plan Industry Update and Trends • INDUSTRY CONSOLIDATION • Auditors • Advisors • Platforms • TPA’s

  5. Retirement Plan Industry Update and Trends • PRICE COMPRESSION • What Am I Paying For? • What Am I Getting?

  6. Retirement Plan Industry Update and Trends • PLAN INTEGRATION AND FUNCTIONALITY • With Payroll and Record Keeper TPA

  7. Retirement Plan Industry Update and Trends • OUTSOURCING ADMINISTRATION - 3(16) SERVICES

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