Compass
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Changing 401(k) Providers (PDF)
Business & Compensation Solutions Dec. 2, 2005 "There are two key things to remember when you are responsible for a 401(k) Plan: [1] The key to a well-run plan is an excellent recordkeeping and administration package coupled with a strong investmentline-up and a dedicated team of support from the provider. [2] Changing providers is a fiduciary act and should be done with care, documentation and focus on the benefit of the participants." |
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