Negotiating ERISA Service Provider Agreements | Practical Law

Negotiating ERISA Service Provider Agreements | Practical Law

A Practice Note providing a practical guide to negotiating agreements between fiduciaries of retirement plans governed by the Employee Retirement Income Security Act of 1974 (ERISA) and the plan service providers, including an analysis of the provisions typically included in these agreements from both the plan fiduciary and the service provider perspective. This Note also explains negotiating strategies and tips for both parties entering into the agreement.

Negotiating ERISA Service Provider Agreements

Practical Law Practice Note 8-517-8904 (Approx. 24 pages)

Negotiating ERISA Service Provider Agreements

by Sarah E. Downie, Weil, Gotshal & Manges LLP, with Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A Practice Note providing a practical guide to negotiating agreements between fiduciaries of retirement plans governed by the Employee Retirement Income Security Act of 1974 (ERISA) and the plan service providers, including an analysis of the provisions typically included in these agreements from both the plan fiduciary and the service provider perspective. This Note also explains negotiating strategies and tips for both parties entering into the agreement.