Listen "A Changing Recordkeeper Checklist"
Episode Synopsis
There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers.
But—whether for good or ill—a change in recordkeepers is one of
those “choices” that plan fiduciaries are expected under ERISA to
evaluate as a prudent expert.
In this episode, Nevin & Fred cover the key factors.
But—whether for good or ill—a change in recordkeepers is one of
those “choices” that plan fiduciaries are expected under ERISA to
evaluate as a prudent expert.
In this episode, Nevin & Fred cover the key factors.
