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A Changing Recordkeeper Checklist
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.
View all episodes
By Nevin Adams
4.9
1717 ratings
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.
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