Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Compass
|
Regional Vice President of Sales The Retirement Plan Company
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
How to Evaluate 401(k) Provider Competence
Employee Fiduciary May 18, 2016 "The key to making this process simple is choosing objective criteria for your survey.... The goal for [your checklist] should be identifying competence 'red flags' such as lack of experience, insufficient mitigation of risk, or non-commitment to timely service. If a red flag is found, you should either eliminate the provider from further hiring consideration or justify the flag (e.g., company is new, but leadership has industry experience). [This article includes] a sample checklist." |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |