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10 Best Practices in Using Retirement Plan TPA Service Agreements
American Society of Pension Professionals & Actuaries [ASPPA] Link to more items from this source
Nov. 3, 2014
"Using a service agreement on most engagements is a simple matter of risk and return, [Norman Levinrad of Summit Benefits] noted: 'Without a service agreement, if there is a dispute, it will fall to the lawyers to sort it out.' ... What should be in a service agreement? Levinrad outlined 10 key elements[.]"

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