Regional Vice President of Sales The Retirement Plan Company
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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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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Changing Pension Service Administration: When It Makes Sense and How to Get Started
Findley July 12, 2016
"Proper due diligence starts with a cost-benefit analysis and consideration of the following questions: Can the service level to plan participants be improved? Can control over my compliance risk and calculation error risk be improved? Am I getting real value out of my current administration relationship? ... How old is the technology? When was it developed or updated? ... [S]chedule significant time to provide documentation, as well as for review and signoff on the administrative manual."
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