AdKu Posted December 11, 2019 Posted December 11, 2019 Is there a regulation that requires the recordkeeper to follow the client/employer instruction to liquidate and supply all the necessary information to another service provider when there are unpaid invoices, including the most recent plan year end work and data conversion work?
Larry Starr Posted December 11, 2019 Posted December 11, 2019 18 minutes ago, AdKu said: Is there a regulation that requires the recordkeeper to follow the client/employer instruction to liquidate and supply all the necessary information to another service provider when there are unpaid invoices, including the most recent plan year end work and data conversion work? You posted this twice; see response in other message. Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
baneja Posted December 12, 2019 Posted December 12, 2019 Larry, I missed the first time it was posted. Any link? Thanks!
Lou S. Posted December 12, 2019 Posted December 12, 2019 Link to thread where it is addressed It's the ASPPA code of conduct thread in the Operating a TPA subforum. If the link doesn't work.
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