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401K Safe
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Goldberg, Swedelson & Associates
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Regional Vice President, Sales MAP Retirement
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Pentegra
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Defined Contribution Account Manager Nova 401(k) Associates
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The Pension Source
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Senior Counsel – Investment Solutions Great Gray Trust Company
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The MandMarblestone Group, llc
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Relationship Manager for Defined Benefits Daybright Financial
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MAP Retirement
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BPAS
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Daybright Financial
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Relationship Manager - Actuary Daybright Financial
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Sources of TPA LiabilityASPPA [American Society of Pension Professionals & Actuaries] |
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Apr. 10, 2024 On-Demand Webinar |
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Speaker: Alison Cohen, J.D. Partner at Ferenczy Benefits Law Center Description: TPAs provide some of the best customer service to their clients. Sometimes, that level of service can blur into areas where TPAs shouldn't venture, which can lead to liability. 3(16) practitioners aren't the only ones with risk on the table. But, if your firm wants to be a 3(16), make sure you define what that means to you. Knowing best practices, areas of risk, and what the courts say can help you stay out of trouble. Learning Objectives:
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