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ESOP Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Plan Consultants
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Pentegra
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Mergers & Acquisition Specialist Compass
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Compass
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July Business Services
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BPAS
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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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