Randall & Hurley, Inc.
Loren D. Stark Company
EPIC Retirement Plan Services
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|Questions to Ask a Potential Plan Recordkeeper (PDF)|
Retirement Management Services
Mar. 26, 2015
"In addition to asking the potential new recordkeeper to explain how it will address the problems that the plan is experiencing with the current provider, the plan sponsor should ask to be shown a comprehensive overview of the new recordkeeper's plan sponsor website so that it knows exactly what the screens will look like and what types of on-line reporting functions are available.... When evaluating a potential new recordkeeper, the plan administrator should ask for detailed responses to the following questions[.]"
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